Financial Planner Profile

Name: Gabriel Orzoi

Qualifications:
Certified Financial Planner (CFP)

Kaplan Professional
Advanced Diploma of Financial Services (Financial Planning), (SMSF)

Gabriel is a highly skilled financial adviser that’s motivated by the satisfaction I receive from assisting clients with structuring their financial affairs to meet their life goals.

I specialise in the following areas:

• Retirement planning
• Wealth accummulation
• Investment advice
• Self-Managed Superannuation Funds
• Centrelink advice
• Taxation planning
• Redundancy planning
• Personal risk insurance including Life, Total & Permanent Disability, Trauma and Income Protection
• Aged care advice

I feel privileged to be working in a profession which empowers clients to advance towards achieving their financial and lifestyle goals.

Our First meeting:
Few things have the potential to shape our lives like money, and few are more personal. Your earning, spending, saving, and investing plans are as unique as you are.

We believe in the importance of investing the time to understand you and your unique financial goals.
It may be a new house, a secure retirement, or the flexibility to work less – or something entirely different.
With your vision clearly defined, we’ll build a personal financial plan to get you there. A unique strategy and plan that genuinely reflects you.

Why choose us:
We look after the health, wealth and wellbeing of almost 1 million Australians. We know that great financial advice transforms lives – it provides people with clarity, control, choice and dignity. We understand each client as an individual, what money means to them, their goals and desired future. We believe it is important to coach and educate our clients to empower their decision making.

Financial security is a fundamental plank in your Wellbeing platform and by providing Australians with solid financial advice, we help people thrive.

Financial Planning Services:

  • Superannuation
  • Retirement
  • Investment Strategies

  

  • Risk Management
  • Asset Management
  • Coaching