Gerard Wilkie
About Me
Most people feel overwhelmed thinking about their personal finances and have no plan for the future. Financial problems impact on personal relationships, creates stress, and harms your quality of life. I have created a one-page financial plan that gets your entire financial house in order and empowers you to take control of your money. Life’s too short to be stuck in the rat race living pay cheque to pay cheque. You deserve to transform your life and experience the lifestyle you want.
I'm a passionate and progressive adviser who is committed to giving you the financial tools to help you thrive into the future. An adviser whose actions and advice reflect putting the client’s best interest first.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 9 Years
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Licensed By Uprise Financial Services Pty Ltd