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 liked about Gayle was her no nonsense approach to telling us when we were over spending and losing sight of our long-term goals. Sometimes this advice is hard to hear, but Gayle never shirked this responsibility.
Gayle left this group about four years ago due to disagreement with the management of clients’ funds. Recently we also decided to leave this company because we were not happy with how our projections were looking, nor with their increase in monthly fees. The combination no longer represented value for our hard earned money.
Having had such a good relationship with Gayle we returned to her for advice, which is always given in the best interest of the client. With Gayle we are now about to refinance our home loan and are keenly looking forward to getting back on track with our financial growth. With the last group we were locked into their preferred banking institution and we were limited in our income producing options. With Gayle and HNW we are about to finance at a much lower interest rate and are discussing much broader options for the short and long-term future.
I happily recommend Gayle McKew to you as a financial adviser because I believe her knowledge is up to date with current trends. Her knowledge in financial matters is vast, yet she continues to develop professionally by attending available seminars and investment options presentations. Gayle is open and honest with her discussions with us whilst making sure she helps us to focus where we are going with what we have. Gayle continues to plan our investment approach based on our comfort level and our changingshort-term needs without losing focus of our ultimate goal.
Eddie and Deanna Leeon 7th June 2014