Gurney Financial Services

Gurney Financial Services was established in August 2005 and is based on the NSW Central Coast. We take pride in our business's service and have a client base located all across Australia, Indonesia, and Hong Kong. Our founder, Tarnia, holds a Diploma of Financial Planning, an Advanced Diploma in Financial Planning, a Diploma in Margin Lending, a Diploma in Self-Managed Super Funds, and a Certificate of Management.

Our Services

At Gurney Financial Services, we offer a wide range of services aimed at helping individuals and families with their financial advice. Our services include:

Wealth Creation

We work with individuals and families in building their wealth. We understand that each client has unique goals and needs, and we develop tailored financial plans to help them achieve their financial objectives. Our wealth creation strategies include investment planning, superannuation planning, and retirement planning.

Wealth Protection

Protecting yourself, your income, and your lifestyle is essential. Our wealth protection strategies include personal risk insurance, such as life insurance, total and permanent disability insurance, income protection insurance, and trauma insurance. We help our clients understand the risks they face and develop strategies to mitigate those risks.

Family and Lifestyle

We offer strategies to protect your income while off sick or injured. We understand that unexpected events can have a significant impact on your income and lifestyle. Our strategies include income protection, disability insurance, and family insurance.

Estate Planning

Making sure your financial affairs are in order is essential. Our estate planning strategies include wills, powers of attorney, and estate planning. We help our clients ensure that their assets are distributed according to their wishes and that their loved ones are provided for in the event of their death.

Budgeting & Debt Planning

Putting control back in your hands and assisting you with financial freedom is our goal. Our budgeting and debt planning strategies include cash flow management, debt reduction, and budgeting. We help our clients understand their income and expenses, develop a budget, and reduce their debt.

Lending

We assist our clients with organising mortgages, personal loans, refinancing, and debt consolidation. Our lending strategies include home loans, investment loans, and personal loans. We help our clients find the right loan for their needs and circumstances.

Testimonials

At Gurney Financial Services, we are committed to providing our clients with the best possible financial advice and service. Here is what some of our clients have to say about us:

"Dear Tarnia, I just wanted to thank you for everything you did to assist my dying daughter and her family, especially the time you spent obtaining her disablement payment and life insurance for her daughters. We appreciate the time you took to finalise her claim and liaise with the insurance company to get the funds paid to the girls in a timely fashion. Words cannot express how grateful we all are." - Kathy & George

"Dear Tarnia, Thanks for locating all 18 of my super funds, I didn't realise I had so many, and everywhere. By streamlining them into one, I have saved heaps of money in fees, and now I know where it is. (all in one) Thanks George Balmain"

"Dear Tarnia, Thanks for assisting me with my income protection claim after I came off my bike. Having time off work with no income would of been a worry if not for the income protection policy you put in place when we met. I am grateful it paid the mortgage and bills whilst I was off for 2 months. Thanks again Rob Gorokan"