Gaye Elwell

Viridian Financial Group Limited

Gold

16 Yrs Experience

Rockingham, WA 6168

About Gaye
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My objective is to provide customised financial advice to help you meet your financial objectives, so you can enjoy the lifestyle you want now and into retirement.

I achieve this by helping you to address your biggest concerns which may include:

Building, preserving and managing your wealth
Protecting your family and lifestyle
Ensuring you have sufficient lifestyle cash flow
Simplifying the complicated, including superannuation.
Supporting you through the Centrelink process.

In addition to assisting my ongoing clients, I am also involved with the Cancer Council to provide advice and support via the Pro Bono Community Program.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Redundancy
Cashflow & Income

5.00 September 2024

A pleasure to do business with, made the whole experience of transitioning to retirement easy, understandable and stress free, so glad we chose her as our advisor on recommendation of friends. We feel extremely confident that we are now set up for a comfortable retirement. Thank you Gaye.

5.00 June 2023

Gaye explains things in a way that I understand, she is so friendly and makes you feel comfortable to ask any questions. She is very informative and nothing is too much trouble

Adviser status Gold
Rating 5.00
Number of reviews 2
First year providing advice 2008
Years of experience 16
Highest qualifications
- Master of Financial Planning
- Master of Business Administration
Language spoken
- English