Jim Pickersgill & Associates
Jim Pickersgill & Associates
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    • Home
    • Services
      • NDIS
      • Accounting Services
    • Financial Planning
      • About GWM
      • Services
      • Centrelink Services
      • Share + ETF Trading
      • Case Studies
      • Q&A
    • Our Team
    • Forms + Updates
    • Testimonials
    • Contact Us

  • Home
  • Services
    • NDIS
    • Accounting Services
  • Financial Planning
    • About GWM
    • Services
    • Centrelink Services
    • Share + ETF Trading
    • Case Studies
    • Q&A
  • Our Team
  • Forms + Updates
  • Testimonials
  • Contact Us

Gippsland Wealth Management

A division of the Jim Pickersgill Group

We believe in delivering comprehensive wellbeing and genuine peace of mind.  We listen to and connect with clients, and provide quality, personalised and understandable advice and strategies.

Our highly professional team guides our clients and their families to create and protect their wealth and desired lifestyle.

What is Financial Planning and what does a Financial Adviser

A Financial Adviser can do many things for you and your loved ones and give you peace of mind and

a strong sense of confidence in your future so that you can get on with enjoying life and also prepare for various stages of life.


The benefits include:


  •  A clear path for achieving your goals
  • Uncover hidden financial opportunities
  • Financial security and peace of mind
  • Improved financial literacy and knowledge
  • Greater control over decision-making


Generally speaking, a financial adviser will:


  • Review your overall financial situation
  • Learn about and highlight what matters most to you
  • Identify your short, medium and long-term goals
  • Tailor a financial plan for your unique needs

Stages of life

 At Gippsland Wealth Management, we have a range of Financial Planning service offerings and packages catering for every stage of life which can be tailored to your individual needs. 


What stage of life are you in? We have expanded on two stages below to give you an example of how we will approach your unique situation.

Stages of life : couples & families

Couples and Families:

  • This is a wealth-building phase and might involve being married, having children, buying a house and building security for the future.


A financial adviser can help:

  • reduce and manage debt
  • create and adjust your investment portfolio whilst carefully managing investment risk
  • work out how much you can afford to spend on your first or next home and devise how to pay off your mortgage faster organise and maximise your superannuation
  • identify the right insurance options for your needs to protect your loved ones
  • secure your family’s future

Stages of life : pre-retirees

Pre-retirees:

  • This is a wealth maximisation phase and might involve preparing for retirement, financial security being the primary concern, having lower debt, fewer family commitments and focusing on investment growth.


A financial adviser can help:

  • create a better work-life balance
  • make a smooth transition to retirement, how and when you choose to do so
  • reduce and manage debt
  • build or strengthen your investment portfolio
  • manage investment risk
  • protect your lifestyle and loved ones
  • maximise your superannuation

Stages of life : retirees

Retirees:

  • This is a wealth managing phase, an exciting stage that involves living your desired lifestyle whilst maintaining financial security.  What this looks like is different for each person.


A financial adviser can help:

  • fund your retirement lifestyle, which could involve more time with family and friends, travelling, discovering new pursuits
  • create and adjust your investment portfolio whilst carefully managing investment risk
  • devise the best way to access your super
  • downsize or sell your family home and manage the proceeds
  • navigate Centrelink and implement benefit maximisation techniques
  • pay for additional medical expenses
  • review your insurance needs, making sure you are not paying for anything you no longer need
  • fulfil any philanthropic interests
  • create a strong estate plan
  • manage the passing of a loved one
  • when the time comes, navigate your aged care options to find a solution you’re most comfortable with

Jim Pickersgill & Associates

Liability limited by a scheme approved under Professional Standards Legislation.


Copyright © 2018 Jim Pickersgill & Associates - All Rights Reserved.

Gippsland Wealth Management is a  Corporate Authorised Representative of Personal Financial Services Limited 

ABN 26 098 725 145, AFSL 234459, Level 10, 88 Phillip St, Sydney NSW 2000