Achieve your wealth goals.

Our comprehensive range of services includes strategies for building wealth, planning for retirement, and safeguarding assets, all designed to help our clients achieve their financial goals.

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Wealth Management

Reach your financial aspirations with Gillespie Advisory.

At  Gillespie Advisory, we believe that building strong partnerships with our clients is the key to a successful financial journey. 

Whether you are looking to create wealth, plan for retirement, or protect your assets, we have the solutions and expertise to help you achieve your objectives. Our wealth creation strategies are designed to maximize your potential for growth and financial success. With our retirement planning services, we can help you create a solid financial foundation for your future. And our wealth protection solutions will ensure that your hard-earned assets are safeguarded against unforeseen circumstances.

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Our Services

Pre/Post Retirement Advice
Pre/Post Retirement Advice

Reaching your retirement is a significant milestone, and it’s important you live the life you want to. We help you live a better life now, and for the future.

Insurance
Insurance

Have you considered how your family would cope financially if something were to happen? Having a financial safety net in the event of sickness, disability or death can help ensure you and your family are protected during a difficult time.

Aged Care
Aged Care

It’s not easy making the decision to place a loved one into care. We’re here to help you understand the process and make sense of your options.

Claims Management
Claims Management

The claims process can often be confusing. We make it easy through our comprehensive guides for insurers on how compensation claims should be handled and managed.

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Our Commitment to You

With over 30 years of experience, our business is built on a family approach where we create an environment of success and belonging.

  • We provide an integrated financial service offering, giving you a 360* overview and solutions to match your needs.

  • It's about working towards your long-term goals. We will be with you, every step of the way.

  • We provide a broad variety of options so you can find the financing to reach your goals.

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Gillespie Advisory Lending Services

We can help you achieve your wealth goals.

Talk to one of our wealth specialists today and take the first step towards unlocking your true wealth potential. Let us empower you to make smart financial decisions and create a legacy that lasts for generations to come.

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Since moving to Canberra to the Sunshine Coast it has been great to keep  Stuart as our financial advisor. We chat regularly via phone and video calls and feel confident knowing Stuart's knowledge and advice are always available. We couldn't be happier living our best life knowing that our portfolio is in such expert hands.

 

Wendy Bell

Client