Our Clients

Avery Gibson Financial Services Pty Ltd is a company which prides itself on being able to satisfy the financial needs of a wide range of clients. Some of our clients will find themselves in the following situations;

  • Talking retirement
    • In their 50's, still working but looking forward to retirement
    • Might be worried about maintaining lifestyle in retirement
    • Have mentioned Centrelink or Seniors Card eligibility
    • Concerned about returns or limitations of industry superfunds

  • Ready to grow
    • Established in career or family and planning for the future
    • Could be a business owner or family business
    • May have many commitments – mortgage, schools, car, careers
    • Talk about diversifying investments away from property

  • Want to start
    • Wants to start investing but wary of shares
    • May work hard but complain they "can't get ahead"
    • Could be saving for a financial goal – wedding, home, travel
    • Sometimes have changing circumstances – marriage, children

If you recognise yourself as a potential Avery Gibson Financial Services client then please contact us or if you know of a friend or family member who could benefit from our services then please refer us and we can arrange a consultation.

© 2007 Avery Gibson Financial Services Pty Ltd | ABN 45 119 229 980 | Privacy Statement | Disclaimer
Avery Gibson Financial Services Pty Ltd (ABN: 45 119 229 980) is a corporate authorised representative
of Plan 2 Pty Ltd (ABN: 60 010 875 073) Australian Financial Services Licensee. Licence No. 237874