Business Details
18 Years
experience
Your Trusted Partner for Financial Planning Solutions
Garden Financial Services is a family-owned business established in 2008, dedicated to providing tailored financial solutions for clients across the Sunshine Coast and Brisbane. Our team of experienced professionals specialises in financial planning, personal insurance, estate planning, and aged care services, with a focus on practical advice delivered in plain English. We prioritise honesty, integrity, and transparency, ensuring clients receive strategies that align with their unique life stages and financial goals. Our expertise in Centrelink and DVA regulations enables us to create outcomes that maximise benefits for retirees and older Australians. With decades of combined experience in financial institutions and advisory roles, we combine local knowledge with national industry insights to deliver ongoing management of resources.Our commitment to client education empowers individuals to make informed decisions about wealth creation, protection, and long-term security. We maintain rigorous compliance standards as a Corporate Authorised Representative of RI Advice Group Pty Ltd, holding Australian Financial Services Licence 238429. Our practice integrates modern financial technology with personal service, ensuring accessibility and convenience for all clients. Through continuous professional development, we stay at the forefront of regulatory changes and financial product innovations. Our mission remains focused on building lasting relationships through reliable advice that adapts to evolving client needs across their lifetime.
Services
Financial Planning
Personal Insurance
Estate Planning
Aged Care
Retirement Living
Centrelink Strategies
DVA Services
Wealth Protection
Resource Management
Client Consultations
Details
- Year established: 2008
Highlights and features
- We offer tailored financial strategies aligned with individual life stages and goals
- Our team includes specialists in Centrelink and DVA benefit optimisation
- We combine 16+ years of local experience with national financial industry expertise
- We deliver complex financial concepts through clear, jargon-free communication
- We maintain rigorous compliance standards under Australian Financial Services Licence 238429
Services
Financial Planning
Our financial planning service creates customised roadmaps for wealth growth and security. We analyse your current position, future goals, and risk profile to develop actionable strategies. Clients benefit from ongoing reviews that adapt to life changes and market conditions.
Personal Insurance
We design insurance solutions to protect against life's uncertainties. Our expertise ensures appropriate coverage levels for income protection, life insurance, and total permanent disability. Policies are regularly reviewed to maintain relevance as circumstances evolve.
Estate Planning
Our estate planning service ensures your assets are distributed according to your wishes. We coordinate wills, power of attorney documents, and trust structures to provide legal certainty for your beneficiaries.
Aged Care
Specialist advice for navigating aged care financial systems. We optimise Centrelink entitlements and structure assets to maximise government support while maintaining lifestyle quality in retirement.
Retirement Living
We develop sustainable income strategies for retirement. Our plans balance capital preservation with regular cash flow needs, incorporating aged care considerations and government benefit optimisation for long-term security.
People
Gavin Williams
Managing Director, Financial Planner and Aged Care Specialist
Gavin specialises in retirement and aged care financial planning with 15+ years' experience. He provides practical advice using plain English, drawing on farming and trade background to simplify complex concepts.
Kaylee Garden
Director and Practice Manager
Kaylee brings international financial markets experience from PIMCO and Chase Manhattan Bank. She holds advanced qualifications in applied finance and investment, managing practice operations and client relations.
Mark Cann
Financial Planner
Mark provides comprehensive financial planning services, focusing on wealth creation and protection strategies. He holds Diploma qualifications in financial services and maintains ongoing professional development.
Rosie Cunningham
Client Service Officer
Rosie supports clients through administrative processes and initial consultations. She ensures smooth implementation of financial strategies while maintaining high standards of client communication and documentation.
Questions
What financial services do you specialise in?
We specialise in financial planning, personal insurance, estate planning, and aged care services tailored to individual life stages and circumstances.
How do you personalise financial advice?
We conduct detailed assessments of your goals, risk tolerance, and current financial position to create customised strategies that evolve with your changing needs.
Which areas do you service?
We primarily serve clients on the Sunshine Coast and Brisbane, with remote advisory capabilities available Australia-wide.
How can I schedule a consultation?
Contact us via phone at 07 5437 2744 or email to arrange an initial consultation at our Caloundra office or via virtual meeting platforms.
What qualifications do your advisers hold?
Our team holds relevant financial planning qualifications including Diploma and Graduate Diploma certifications, with ongoing professional development maintained.
How do you approach aged care financial planning?
We specialise in Centrelink and DVA benefit optimisation, structuring assets to maximise entitlements while maintaining lifestyle quality for retirees.
