Larry helped me with the sale of my previous business and helped start off my childcare business. You know, which way we were going to go, what we were going to do; a lot of good advice.

I can call them anytime and there’s always someone to answer and whenever I have a question, they're on the ball. Even if they don’t know, it’s always, ‘leave it with me and I will get back to you’… and they do.

They’re great… there is a lot of trust, a lot of communication, a lot of respect… so much so that I trust Larry to look after my business whenever I go overseas.

Larry (and his team) provides a very personal and welcoming service… they are very prompt in responding to things that we ask as well… and do a thorough job looking after both our tax and accounting needs.

They’re also a great help with other general business issues that we might bring up at different times.

Gavin helped my parents to understand their options and the steps they needed to take. It gave them clarity and confidence, because Aged Care is a very complex world for older people to navigate.

He went out of his way to help and was very thorough, giving us the information we needed and support at every stage of the different applications. He was also very patient and kind with my father, sometimes going through the same questions several times.

It was a worthwhile investment. 

We had to start afresh later in life with nothing and a lot of debt. We didn’t have the knowledge or the expertise to work out a plan. He is able to provide that.

We both trust him implicitly. I appreciate his knowledge, and if he doesn't know something, he'll always get back to you. He follows through. And he always responds quickly and is willing to go the extra mile.

For the money that we spend, he saves us thousands of dollars. He has put us in a better position financially and he’s also sorted out our insurances so that if anything was to happen to either of us the other person would be ok.

I feel like we'll be able to retire with a lot more money thanks to them. I'm just very, very grateful.

We came to Gavin to for financial advice for retirement after leaving a previous job with partial pension and other super schemes.

He helped amalgamate our funds, made the financial management simpler and has led us to make the best, most efficient use of the resources we have available.

We now feel confident that we're doing the best we can.

Gilli is like a walking encyclopaedia and has his finger on the pulse. But he doesn't steer the conversation or me or my decision making. He presents data and the best projections that he can manage with what he's got and then lets us decide.

He has a very calm, very settled and patient nature about him, where it really does feel like a coach or a partnership and not an engagement. I trust Gilli; it feels like he’s genuinely interested in helping you with your goals.

Gilli keeps us focused on what it is that we want, not just with our money, but with our time and our lifestyle and what we want to achieve… and therefore it does not feel like a conversation about money. It feels much more like a conversation about direction.”

Larry had set the business up very well – structures for tax effectiveness and asset protection – and gives us clear advice to consider.

We have regular meetings where my partner & I can step back and look at the business, which is helpful and very good in that regard.

He’s always got our backs, and I know that if something goes wrong, he is there in the trenches with us. All in all, they do a terrific job.

I came to Gilli for advice about an investment property I owned. He gave us multiple informed options and set them out so we could decide. I liked that, it’s honesty and he wasn't pushing us down a certain way. We went down the path of selling and invested in managed funds.

I appreciate his expertise. He rebalanced our portfolio effectively, which made a pretty significant difference*. We just don't have the time in our life to monitor a portfolio ourselves. 

He also advised us on personal insurances so if anything did go wrong the children would be ok.

Gilli periodically checks in with us to make sure we're happy and to do a review of our goals and investments. He makes it easy.

* Just one of the benefits of ongoing advice

Gavin made himself available and came to us – to help my sister & I work with my dad on his aged care finances. He evaluated where we're at, explained everything and gave us options and recommendations.

We had no real idea. He really took us from novice through to understanding the complexities and what our options were. Gavin’s approachable and answered our questions; and he has his information very organised.

It built that trust and confidence that he knows his stuff. Everything went really, really well.

Larry’s a great problem solver and gives me excellent advice whether it’s pricing a contract, managing payment schedules with multi-nationals or juggling cash-flows. His business advice is first rate and has played an important role in my success.

He also has a massive network of people he can call on to help work through all sorts of problems, from technical manufacturing issues, complex IP law or specific technology problems. And together we work through them. 

The best part is that I have his personal mobile number, which to me as a business owner is priceless. If I ever have an issue I know I can call and he’d drop everything to help.

They’re also a great help with other general business issues that we might bring up at different times. We've had Larry speak to all our staff in order to bring them into the conversation.

That way, we've given the employees understanding of how they fit in with the business and what they can do to help the business cooperate, sort of giving that encouragement and motivation for their contribution to the way that it operates.