10 Reviews

Trish Gregory

Hayes & Co Insurance Services

Gold

8 Yrs Experience

Braddon, ACT 2612

About Trish
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Hi I'm Trish and I am here to help with your insurance needs. To help get to know me better here are some quick stats:

My pronouns are she/her
I have 3 young children
I'm on the path to living a low waste lifestyle, which includes growing food in the garden, having bees, chickens, renovating a 1970's house to be in the style of a PassiveHaus
I'm a military Veteran's spouse, which means all of our children were born in different states as we moved around for his job
I absolutely adore what I get to do for a career
Fully qualified with a Master of Financial Planning
CFP® certified professional
Top 50 Most Influential Adviser in Australia (Financial Standard 2023)

So who might you be and how can I help?

You live in Australia
You don't need full financial advice, just getting your insurances sorted
These insurances include:
Income Protection
Trauma and Child Trauma
Total and Permanent Disability (TPD)
Life

If this resonates with you, book a meeting at this link https://calendly.com/trish-hcis/initial-meeting and let's have a chat about what you need.

Insurance Protection

Initial appointment - no charge

Second appointment (Strategy Meeting) - $110

Statement of Advice Presentation - $220

Implementation of Recommendations - Commissions

For more details on fees, including claims management see this link -> https://hcis.com.au/services/

5.00 October 2024

Working with Trish, was an absolute pleasure. Her expertise, professionalism, and dedication were instrumental in starting us on the journey of getting our finances in order. Right from the beginning, Trish showed a deep understanding of our financial goals and concerns. She listened and created a tailored plan that aligns with our objectives. Her ability to explain financial concepts in simple terms made the process easy to understand. Trish provided us with practical strategies to achieve our goals more efficiently. She always took the time to address our questions and concerns, making us feel comfortable throughout the process. Trish has given us the tools to take control of our financial future and has provided us the knowledge to make sound decisions. We highly recommend Trish to anyone seeking expert guidance in organising their finances.

5.00 October 2024

Trish is a delightful conversationalist, and she is also exceptionally knowledgeable in her field. We look forward to engaging in conversation about how to manage my finances.

5.00 July 2024

Trish is the best!! I am so incredibly grateful for Trish's caring manner and solid financial acumen. She helped me through really tough times, where I had to make serious financial decisions. She was patient and knowledgeable and took care of a lot of the minutiae regarding home loans, investments, superannuation and budgets, reducing my overwhelm and allowing me to look into the future with hope and confidence. I can't thank Trish enough for the help she has given me. She is so much more than a financial Adviser. Thanks Trish!

5.00 January 2023

Trish has been absolutely fantastic. It was my first experience with a financial adviser and she has made it truly remarkable for me. I'm from overseas, so understanding the complexities of investing in Australia, buying property and all investment options available, wasn't an easy task. She helped me really understand what was the best path forward, aligned to my values, and gave me tools to set me up for success. She was extremely kind and patient, even when I asked the same questions many times to make sure I understood. I felt like she really looked after me and my best interest, making sure that I felt safe and confident I was doing what was best for me. I really appreciate all the work she's done and I'd definitely recommend her.

5.00 October 2021

As usual, Trish's advice and information were clear and helpful. The areas covered were wills, enduring powers of attorney, advance health directives, advice on questions regarding children, all delivered in a clear and understandable way. All our questions were answered to our satisfaction. We would have no hesitation recommending Trish as an adviser to anyone requiring financial information.