Greg Walker financial Planning has a vision of build a small number of clients who they can help and enjoy working with, providing them with a high level of very personal service, at a fair price. They focus on retirement Planning, Estate Planning, Small Business Planning and Self-managed Superannuation. Greg Walker has been providing clients with advice they can trust for over 27 years, he is a Certified Financial Planner and SMSF Specialist Advisor and before he started Greg Walker financial Planning, he worked for Ipac. Greg is enthusiastic about being able to help people and gain a great sense of achievement when he has put a client in a better position. Greg feels, that out of the three things that planning involves, he is most excellent at understanding his client’s needs and priorities, being able to explain financial matters in simple plain English and gaining the trust of his clients’. Out of these skills he is most proud of his communication skills. To get to where he is now, he has learnt many things, but he says, “It’s not until I matured that you really appreciated the importance of enjoying your work and helping people is more important and more sustainable than making money in your chosen occupation.” Outside of work Greg is most passionate about his family, gardening and surfing and when he gets the chance he wants to travel around Australia.
Phone: 07 5525 7000 or 0408 645 464
Email: Click Here