Introducing Gayle McKew
Strategic Financial Adviser and Accredited Aged Care Specialist
As the founder and owner of Prosperity Planning, Gayle McKew has been fully FASEA compliant since August 2020 and has held a GradDipFinPlan since November 2019.
Gayle is an award winning adviser with extensive experience accumulated over more than 40 years in the financial services arena. She has focused on providing financial advice since 1997.
Her wealth of expertise, strategic financial advice and compassionate, approachable manner make her the ideal choice for all your investment, wealth creation, retirement income strategies, personal risk insurances, superannuation and SMSF, plus Aged Care advice.
What truly sets us apart is our emphasis we put on building quality, long-term relationships. Gayle has an innate ability to relate to people of all ages and backgrounds, and happily uses everyday language that’s easy to understand.
She prides herself on listening carefully because that’s where what’s concerning you the most can be discovered.
She’ll use care and understanding as she learns about your personal situation, but she’s also not afraid to ask you the ‘tough questions’ others won’t! Only after fully understanding your situation can she start to develop a personalised strategy designed to enhance your unique financial circumstances.
You can rest assured she will never recommend a product which doesn’t suit your needs or she wouldn’t use for herself or her own loved ones.
Gayle truly cares for her clients and consistently goes the extra mile. Because Gayle is the business owner, you can be assured of a having a quality, trust-based, long-term advice relationship.
Prosperity Planning – Expert Aged Care Guidance
When it comes time to consider Aged Care, Gayle’s specialist skills and expertise come to the fore as she expertly guides your family, answering questions and assisting you through the process of transitioning your loved one into care. Gayle has been there too, so she fully understands the fear and stress which can be involved in this period of emotional and financial turmoil. Let Gayle be your trusted guide, as she provides valuable direction, helping you navigate the path and streamlining the complex Aged Care process.
By providing the vital information you need to make informed decisions, Gayle assists you to secure your loved one’s financial future or take control of your family’s Aged Care situation. Together, we can create a positive outcome while providing you with peace of mind.
Based at Burleigh Heads on the beautiful Gold Coast, Prosperity Planning provides quality financial advice and Aged Care guidance to clients Australia-wide.
Gayle McKew (238374) & Prosperity Planning Partners (416838) are Authorised Representatives of Avalonfs Pty Ltd AFSL 437518.