In a world full of confusing and conflicting information, it’s important for you to look for a financial planner who is happy to listen to and understand your concerns around money, not to mention your concerns about doing things financially you’ve probably never done before.
When deciding to engage a financial planner, ideally you need to be confident they will make sure you’re comfortable, informed and even a little educated as part of the discovery process. This means they should listen and ask enough questions to understand your needs, where you want to go and maybe even help prioritise how you might proceed.
At Prosperity Planning, we focus on building quality long-term relationships, based on mutual trust, transparency and confidence. To us this is important, after all, we will be working closely to help create a stress-free financial future for you.
As part of the financial planning process, you’ll receive strategic guidance from an experienced, qualified financial planner and, depending on the strategy you agree on, the results might help you save money, clear debt, build wealth, plan for retirement and even improve your longer-term financial future.
We’ll take the time to know and understand your individual position before tailoring our financial solutions for your maximum benefit. We’re all about improving your long-term lifestyle and providing you with choices in how you spend your retirement.
As we are a fee-for-service practice, once we agree on the level of advice and involvement you want, we will provide details of what your advice will cost. You’ll know what you can expect to pay before we start, there won’t be any surprise bills!.
In an ever-changing world full of conflicting information, it’s reassuring to discover a financial planner who truly cares and puts you first. At Prosperity Planning, we pride ourselves on building quality relationships based on trust and confidence, while working closely with you to create your stress-free financial future.
You’ll receive strategic guidance from an experienced, qualified financial planner which may help you save money, clear debt, build wealth and improve your future. As we are a fee-for-service practice, you know what you’re paying up front.
We take the time to know and understand your individual position before tailoring our financial solutions for your maximum benefit. We’re all about improving your long-term lifestyle and providing you with choices in how you spend your retirement.
We focus on helping you:
You deal directly with the expert financial planner and owner of Prosperity Planning, Gayle McKew. She has over 40 years’ experience in finance and has been a financial adviser since 1997. Refreshingly relatable and approachable, she uses everyday language which is easy to understand and happily provides you with reassurance, direction and valuable support. With her wealth of industry knowledge, depth of skill in financial advice and strong ethics, Gayle has established an outstanding track record for providing sound guidance to enhance the financial position of her valued clients.
We focus on helping you:
You deal directly with the expert financial planner and owner of Prosperity Planning, Gayle McKew. She has over 40 years’ experience in finance and has been a financial adviser since 1997. Refreshingly relatable and approachable, she uses everyday language which is easy to understand and happily provides you with reassurance, direction and valuable support. With her wealth of industry knowledge, depth of skill in financial advice and strong ethics, Gayle has established an outstanding track record for providing sound guidance to enhance the financial position of her valued clients.
Gayle McKew brings more than thirty five years of experience and understanding to her dealings with clients.
She has extensive experience across many aspects of the financial services industry; including practice management, superannuation wealth creation, retirement planning, personal investment and wealth creation, personal risk insurances, personal and commercial lending.
Someone called today to ask “when would be the best time to start talking to you about retiring?” That’s the one question I wished more people asked before they finish working! Instead most people wait until they finish working before planning for retirement! Unfortunately planning after retirement reduces the options available to create awesome outcomes.…
We first met Gayle McKewwhen she was our financial adviser about eight years ago. At the time she was working for another organization. We sought the services of this company because we needed to manage our monthly budget and we were looking for ways to maximize the use our income. What my wife and I…
“I have had business dealings with Gayle McKew as my Financial Advisor since 2002. During that time I have found her to be very professional and most helpful regarding my financial interests and later my entry into an Aged Care Facility. I would recommend her to people who require such assistance as she is most…
To whom it may concern I would like to submit the following testimonial for Gayle McKew, Strategic Financial Planner with Prosperity Planning Partners. My siblings and I engaged the services of Gayle McKew for assistance in all of the financial issues involved in the admission of our mother Patricia Anne Halcro into supported accommodation. We…
Dear Gayle, It is with great respect for your knowledge, resourcefulness and solid ethics that I heartily recommend your services as a financial planner. In a contemporary culture of dodgy operators, your forthright, unwavering approach to clear and honest advice is refreshingly reassuring. Kind regards, Donna-Lee Greaves
Physical Address: (BY APPOINTMENT ONLY)
Suite 4, 25 Township Drive
Burleigh Heads QLD 4220
Off-street Visitor Parking Available
Postal Address:
PO Box 170
Burleigh Heads QLD 4220
Phone Numbers:
Office: +61 7 5520 7834
Gayle Mobile: +61 407 159 298
Email: [email protected]
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