I have known Gayle for 20 years and have used her expertise nearly the same length of time.
Gayle is helpful, competent and timely in responding to business requirements.
i would not hesitate in recommending, very highly, Gayle for any Financial Planning advice.
September 2025 Lynette, 65+ years, Mudgeeraba, QLD
Gayle is always helpful, readily available and offers good advice.
August 2025 Jugana, 65+ years, Currumbin Waters, QLD
Gayle and her team have been an absolute godsend in helping myself and my brother in regard to our father who is in aged care. I put out a call for help, and a friend referred me to Gayle as I just didn’t know what to do or who to speak to.
Gayle has been nothing but amazing especially in calming me down when I get stressed. I am so grateful. Thank you, Gayle and your team.
July 2026 Angela, 46 – 55 years, Teneriffe, QLD
I was introduced to Gayle In late April 2026. She came highly recommended by a family member who was aware of her skill, ethics and the outcomes she has achieved on behalf of clients.
I had interviewed other planners but luckily I chose to work with Gayle. She was the first financial planner I have ever engaged. Despite my nervousness with this whole area of my life and the extremely time sensitive nature of this transaction, I felt confident and safe in her capable hands.
Gayle was engaged to help manage the CGT implications of the sale of my commercial property. This included complex structures and multiple cost bases, as I’d owned the property for more than 15 years.
Not only did Gayle work well with my accountant, she also identified superannuation contribution strategies that were not identified by my accountant. By following Gayle’s strategies, I was able to achieve significant tax savings in comparison to those identified by my accountant. Obviously, I was very happy to be provided the opportunity to avoid paying unnecessary tax.
She’s since created a tax-free income stream to fund my semi-retirement lifestyle.
Since working with Gayle, I’ve recommended her to many of my friends because I know she will be able to help them as she has helped me.
Dr Susan – July 2026
