Gayle McKew
Personal Information
| First Name | Gayle |
| Last Name | McKew |
| Phone | |
| Headline | >Strategic Financial Adviser > Retirement Specialist > Separation & Divorce > Superannuation > Wealth Creation > SMSFs > GradDipFinPlan (2019) > FASEA Compliant |
| Current Position | Strategic Financial Adviser |
| City | Burleigh Heads |
| Personal Bio/ Summary | Gayle McKew brings extensive experience accumulated over more than 40 years in financial services. She has chosen to focus only on financial planning since 1997. Her wealth of expertise when combined with her compassionate, approachable manner make her the ideal choice for all your investment, wealth creation, retirement strategies, superannuation and SMSF, plus as a divorce survivor she’s capable of guiding you through the emotional trauma that goes with a financial settlement. As a highly experienced and fully qualified FASEA compliant financial planner, it’s easy to identify opportunities to help save money, clear debt, build wealth and improve your financial future. Plus, because we’re a fee-for-service practice you will know what you’re paying up front, nothing is hidden! |
| Mobile Phone Number | 04017159298 |
http://www.linkedin.com/in/gaylemckew-strategic-financial-adviser-retirement-and-separation |
|
| Personal Email Address | |
| Other | |
| Who I'm looking to connect with - my ideal referral partner | Accountants without inhouse financial advisers – your clients need capable and commonsense advice Real Estate Agents assisting people who are downsizing their homes – we can often save them money and create tax free income! Family Law Specialists – for when your clients need help to get in control of their financial settlement |
Additional Information
| Bx Groups you regularly attend | Coomera, Gold Coast, Gold Coast DINNER, QLD, Gold Coast, QLD, Palm Beach, Gold Coast, Robina, Gold Coast, Southport Lunch, QLD, Surfers Paradise, Gold Coast, Varsity, QLD |
Business Information
| Business Trading Name | Prosperity Planning |
| Business Category Type | Finance – Wealth & Superannuation |
| Business Address | PO Box 170 Burleigh Heads Q 4220 |
| Email Address | |
| Business Phone Number | 0755207834 |
| Blog | |
| About My Business | As a fully qualified financial planner, Gayle has extensive experience in helping clients to achieve financial peace of mind. She specialises in helping clients to grow and protect wealth with a focus on intergenerational wealth transfer using strategic advice tailored to each client’s needs. She prides herself on building long-term trust-based relationships. Gayle has been helping clients to achieve their financial goals for more than 25 years. |
| My Main Services Are | – Retirement Planning – Superannuation/SMSFs – Wealth Creation – Surviving & Thriving Divorce |
| What Makes My Business Unique (My P.O.D.) | We’re a female led team, which means we endeavour to treat all of our clients with care and empathy plus the dignity they deserve. In fact, many clients have commented the way they’re treated makes them feel like they’re family members. |
| My Special Offer to BxNetworking Members | – Free 15-minute Strategy Call available to all Bx Members. – 10% discount on our usual Financial Planning Professional Services Fees to Bx Members. |
| Website 1 | |
| Website 2 |
My Business xPerience
| My xPertise | Gayle brings extensive experience accumulated over more than 40 years in financial services. She has been a financial planner since 1997. Gayle’s wealth of expertise, strategic financial advice and compassionate, approachable manner make her the ideal choice for all your investment, wealth creation, retirement income strategies, superannuation and SMSF, plus Aged Care advice. Graduate Diploma in Financial Planning |
| My Passions | Helping people discover solutions to financial challenges, especially when they discover there are solutions they’d not been aware of before that will leave them in a much better space financially. Oh, and travel! |
| How I can Help Out Other Members | With connections where possible |
| Why I love BxNetworking | It’s an open and inclusive network where it’s possible to share and collaborate for the benefit of all! |
| My Ideal Referral | Would be your family member or friend who’s confused about what to do with their money. They need to be willing to think outside the box to create a long term plan capable of transforming their financial future. Could this be you..? |
