Greg S. Email & Phone Number

Greg believes that anyone can have a wealthy life if they have a “can do” attitude and set of powerful goals.Greg loves helping his clients achieve their goals. He is dedicated to making a difference in his clients’ lives and has helped hundreds of people create purposeful goals and the financial strategies to make them a reality.Greg is passionate about coaching people to reach their potential and take action towards their dreams. He also has a special interest in advising business owners to make their business more profitable and enjoyable. He knows that mastery is a journey and not a destination, that learning is a gift, and taking action on those lessons means results.With over 20 years’ finance experience at some of Australasia’s largest financial institutions, Greg moved to Financial Spectrum for its holistic approach to financial planning and because it takes no commissions from banks or other financial organisations. Because he can focus solely on his clients and not a product catalogue, his advice could range from a strategy for better day-to-day saving, to a more sophisticated investment strategy to guarantee a future for his clients and their families.Greg has a wealth of experience in financial planning, accounting, small business advisory and funds management. He holds a Bachelor of Commerce with a major in Accounting, as well as a Diploma of Financial Planning.When he’s not meeting clients, Greg enjoys spending time with his family and friends, keeping fit, travelling and is an avid reader of the Financial Review.Specialist skills:Strategic financial modellingBudgeting and cash flow managementTax minimisation strategiesFinancial Independence Retire Early (FIRE) strategiesSuperannuation and SMSFTransition to retirement strategiesShare investmentProperty investmentMortgage and borrowingInsurance analysisEstate planningBusiness advisory