Gerard Wilkie

I own and operate a business specialising in construction and fit outs. Over the years my business has been doing well and I have been working hard to achieve a lot of growth. My wife and I wanted to ensure we had something to show for our hard work outside the business and wanted to start investing and growing our assets. We wanted to generate some passive income outside our company so that in the future we could reduce our dependency on business income. We wanted to get some financial advice from an independent financial adviser and we were referred to Gerard Wilkie and Uprise Financial. Gerard created a comprehensive financial plan for us, covering investments, superannuation, life insurance, kids' investments, debt management, cash flow review, estate planning, and financial projections for our future. Now, we have a clear plan to work towards financial independence, making work optional in the future. We have also started our kids investment journey so they can have a head start. Working with Gerard has significantly improved our financial position and given us peace of mind that we are on the right path. Gerard has proven to be trustworthy, honest, and transparent, and we have gladly referred his services to our friends.

We have the pleasure of working with Gerard Wilkie as my financial adviser, and we couldn't be more satisfied with the experience. Gerard is not only highly knowledgeable and professional but also incredibly approachable and genuinely invested in his clients' financial well-being. From our first meeting, Gerard took the time to understand my financial goals and concerns. He explained complex concepts in a way that was easy to grasp, and he provided tailored advice that perfectly aligned with my needs. Whether it was investment strategies, retirement planning, or simply budgeting, Gerard’s insights were invaluable. What truly sets Gerard apart is his commitment to transparency and his dedication to ensuring that his clients feel confident and informed about their financial decisions. He’s always available to answer questions, and his proactive approach means that I never feel out of the loop. He moved our Super around to gain industry's best returns. Thanks to Gerard’s guidance, I feel much more secure about my financial future. I highly recommend Gerard Wilkie to anyone looking for a top-notch financial adviser who truly cares about his clients.

Gerard Wilkie is our independent financial adviser. We had spoken to advisers in the past, however, didn't feel comfortable with them.

From our first meeting with Gerard we felt he was genuine, honest and passionate about his work. Our finances and superannuation were disorganised and we needed advice and assistance to plan our financial future. Gerard provided that.

Being retired, we were concerned about having the funds to live our lives comfortably. Gerard was able to help create a plan to assist us. We are so pleased with the positive results received and the care he takes to make sure we understand his suggestions which helps us make informative decisions.

We look forward to our continued relationship with Gerard and to the relief a well balanced financial plan provides.

Uprise was one of 4 companies I interviewed with the intention to acquire a financial adviser. A strict criteria was applied to all with international, local and independent firms being whittled down to 4 for interviewing. Gerard was a standout from our initial contact. His demeanour professionalism clarity of guidance and focus with attention to detail, along with his broad knowledge of the market, taxation, superannuation, family estate planning along with transition to retirement methods made selecting Uprise an easy choice. Once engaged the process continued to reinforce that out decision was the best choice. We now have a clear path with all the background work, processing and monitoring of our finances managed by a competent reliable and honest team with our best interests front and centre, leaving us free to enjoy our lives without the added responsibility of money management. We have since had our children engage Gerard and they are set on an amazing path of financial freedom and awareness knowing that their path is protected managed and growing to the maximum by the UPRISE team. Last but not least, our money is growing faster than it was and definitely better than if we had tried to do it all ourselves and without the stress of self-management.