More than a financial adviser – also a financial coach and mentor
I’m a well-respected financial adviser with strong ties to my local community in Sydney’s southwestern suburbs. Since 2001 I’ve been committed to protecting, managing and growing my clients’ wealth.
My aim is to provide ethical and personalised advice to my clients, their family and their friends that exceeds expectations. Together with my enthusiastic and driven team, we have the experience, skills and desire to work with and support you towards achieving your goals.
I work collaboratively with clients to understand what they want to achieve within a specified timeframe. This allows me and my team to provide the right service at the highest professional level, with all the compassion of a small business.
The best we know you, the better the service we can provide. So as the first step, we’ll talk about what’s important to you and what you want to achieve – whether you want to retire early, spend more time with the family, pay off your mortgage faster, travel overseas, set up your kid’s education, reduce tax, do some home renovations or simply consolidate your super.
As your financial coach, I’ll equip you with the skills and knowledge you need each step of the journey to make better financial decisions.
I can help you with all aspects of your finances, including:
¦ Self-managed superannuation fund advice
¦ Insurance
¦ Retirement planning
¦ Insurance
¦ Aged care
¦ Gearing and margin lending
Your first meeting is at no cost and is obligation free. So no matter what your goals are, now is the time to get started on the path to where you want to be. To get in touch today:
¦ Email me at john.gregoire@abacusws.com.au
¦ Call me on 02 9734 6111
¦ Follow me at www.abacuswealthsolutions.com.au
Abacus Wealth Solutions Pty Ltd is a Corporate Authorised Representative of RI Advice Group AFSL: 238429
Expertise
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 5
- First year providing advice 2001
- Years of experience 23
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Highest qualification
- Bachelor of Commerce
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Language spoken
- English
Abacus Wealth Solutions
Suite 1, 43-45 Memorial AvenueLiverpool, NSW 2170 6A Wetherill St
Leichhardt, NSW 2040
Opening hours
- 8:00am – 6:00pm Monday – Friday
Licensed by
RetireInvest
AFSL 238429