Gurney Financial Services

Starting Out

Whether it be starting out with your first superannuation plan, or consolidation of all your old superannuation funds. Gurney Financial Services specialises in assisting our clients, to consolidate their superannuation funds. We complete a full needs analysis as well as risk profiling on all our clients to insure they are invested into the correct products and investment options.

Setting up life together

So you have moved on to a couple and bought your first home. What about insurance to protect your life, lifestyle and family. Gurney Financial Services will complete a full insurance assessment and recommend what you need. Whether that be Life Cover, Total & Permanent Disbility, Trauma, or/& Income Protection.

Family and Lifestyle

As we start a family and our lifestyles change, so does our financial planning. Gurney Financial Services work with families to assist them with their future planning. This may be a savings plan, saving for your childrens education, or maybe even a wedding. Maybe you wish to salary sacrifice into your superannuation or increase your insurances.

To do it yourself or not

There are many things in life that are worth having a go at doing yourself.

After all, what's the worst that can happen if the pergola doesn't turn out quite like the picture?

Using a DIY approach to your finances, however, could mean that your dreams remain just that.

How much superannuation will you need for your retirement?

How much protection will you require for personal and business insurances?

Have you thought of any of these?

These are some of the comments we at Gurney Financial Services have heard.

“It will never happen to me!"
"I can afford to leave my family unprotected!”
“NO Income, we can cope!”

How famous are those words. But do we really know?

What happens if the unfortunate does happen?

But what will happen if you were to lose your income due to sickness or an accident?

Or maybe your spouse was to die?

Would your daughter be able to go to Dancing?

Would your son play Rugby on the weekends?

Who would mind the kids if you had to go back to work?

What would they lose out on?

What are you waiting for?

Gurney Financial Services is dedicated to serving the local community, individuals, families and small business with reliable financial planning. Let the team at Gurney Financial Services manage your Superannuation, Insurance and Investments for you, while you look after your family and business.

Tarnia Gurney t/a Gurney Financial Services, ABN 85 296 598 954 ASIC Number 292206 provides financial planning advice as

Authorised Representative of of Sentry Financial Planning AFSL (247 105) ABN 74 099 029 526