Beaches Financial Planners - Manly Vale, New South Wales

Simon L.

I've been with Gerard, Jodie, and the team at Beaches Financial Planning for several years now, and to me there are two things that clearly set them apart from other similar advisory businesses.

The first is how deeply they listen and genuinely care about understanding and supporting your financial needs. They consistently go above and beyond to put the right plans in place to help you achieve your financial goals.

And the second is that the support doesn't end after the first few sessions, with Gerard and team providing an ongoing level of care and support to help you navigate changes in your life-financial circumstances.

Regardless of what life stage you are at. I can confidently say you'll benefit from the guidance Gerard and the team offer.

Highly recommended!

Vicki H.

Gerard provides me with confidence with my finances. His great talent is helping me understand financial matters using language I can relate to. With Jodie and Gerard managing my financial matters I could not be in more capable hands. Thank you for all your assistance, I look forward to our continuing partnership through my financial journey.

Fiona H.

Gerard is incredibly personable and made the whole process feel approachable and easy to understand. He provided thoughtful, tailored advice, and both he and Jodie followed up promptly and thoroughly. A genuinely professional and supportive team – highly recommend!

Gavin C.

Gerard's and Jodie's hard work and passion permeates everything they do resulting in the delivery of valuable and actionable financial advice. I'm feeling much more confident about our retirement plans even after a couple of sessions. Thanks guys!

Jenny S.

Gerard and Jodie provide professional and friendly service.
Gerard has been looking after my financial matters for many years now and is always very informative and I am very pleased with his service. It's great that he has Jodie as his assistant. They are both great.

caroline &. S. W.

Excellent advice and service from Gerard and Jodie from Beaches financial planners- they listen and understand our goals and have proactively partnered to design strong financial strategies. Always on hand to help and support. Highly recommended

Liesel P.

Gerard helped me navigate financial planning entering a new life stage and made sure I had the right insurance cover to protect my children. He is very experienced and I would trust him with planning advice at any life stage.

Claire G.

Gerard has been my financial planner for several years, and he has made the whole process of growing my superannuation painless and clear. He has shown a keen interest in learning about my personal circumstances, and takes the time to deliver a very personal service. I also completely trust his advice, and is has been very rewarding seeing my super balances grow to a point where I am going to retire in a few months with a very decent income and no fear of the future.