Gordon and Gray Personal Wealth Advisers 77-79 Hunter Street, Newcastle, New South Wales 2300
About the Business
Welcome to Gordon and Gray Personal Wealth Advisers, located at 77-79 Hunter Street in Newcastle, Australia. Are you looking to feel financially secure in retirement? Look no further. Our team of friendly, caring, and experienced advisers is here to help you achieve just that.
At Gordon and Gray Newcastle, we understand that a successful relationship begins with partnering with a qualified financial planning specialist. Our advisers will review your current financial position and establish your financial goals, along with the time-frame in which they can be achieved.
We believe in delivering individually tailored advice, providing recommended actions to help you reach your financial goals. We also offer financial education and encourage open discussions about our advice, ensuring that your decisions are always informed and made with confidence. Rest assured, our team is committed to providing the highest quality financial advice.
Our financial advisers hold university degrees and post graduate qualifications, and actively participate in continuing professional education. This means you can trust that you are receiving advice from experts who are dedicated to staying up-to-date with the latest financial trends and strategies.
We pride ourselves on providing a disciplined and structured process of ongoing service and review. We are transparent about all costs involved and strive to deliver value for money. Our ultimate aim is for our clients to feel secure and in control of their financial situation, both today and in the future.
We understand that trust is crucial in any financial planning partnership. That's why we foster an open and ongoing relationship with our clients, based on trust. We are always approachable and strongly encourage clients to ask questions, ensuring they fully understand the strategies and recommendations we implement.
In addition to serving our current clients, we also assist their family members, friends, and work colleagues with their personal financial planning. We believe that the best way to find a lifelong financial adviser is through a referral from a trusted source.
At Gordon and Gray, we specialize in pre-retirement and retirement financial planning. This is an area in which we have built and continue to build our specialist skills and services.
It's worth noting that 80% of our clients have been with us for more than 10 years. This speaks to our commitment and dedication to helping our clients feel secure and in control of their financial position, both now and in the future.
Our professional qualifications, experience, and commitment to ongoing education ensure that our clients receive only the highest quality advice and strategies. We take pride in our experience, dedication, and expertise, which form the foundation of our successful financial planning partnership.
Once again, we emphasize that we are always approachable and strongly encourage clients to ask questions. We want our clients to feel confident in understanding the strategies and recommendations we implement.
If you're looking to achieve a financially secure retirement, our caring and experienced group of advisers is here to help. Visit us at Level 8, 77-79 Hunter Street in Newcastle, or reach out to us via phone or email. We look forward to partnering with you on your journey to financial security.
Please note that Gordon and Gray Personal Wealth Advisers is a trading name of Professional Retirement Advice Pty Limited, and we operate under AFSL 513895.
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Location & Phone number
77-79 Hunter Street, Newcastle, New South Wales 2300, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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