wealth management

Achieve your wealth goals.

We are committed to forming close partnerships with our clients on their financial journey. In this way we can understand your specific situation and customise the assistance that we provide to suit your individual needs. We offer wealth creation, retirement planning and wealth protection solutions designed to achieve your objectives.

Our services
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.

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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.

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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.

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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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Wealth Management

Helping you achieve your wealth goals. Talk to a wealth specialist.

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wealth management
Holistic advisers who understand your financial situation
John Gillespie
John Gillespie
Founder/Chairperson/Legal Director

Area of expertise:
Mortgage Broking
Financial Planning
Business Advisory
Taxation

Qualification:
Chartered Accountant
Certified Financial Planner
Accredited Mortgage Consultant

Phone: (02) 6260 4994
Email: john@gillespieadvisory.com.au

Authorised Representative of Gillespie Finance Directions Pty Ltd (237615)

 

John Gillespie is the Founder, Chairperson and Legal Director of Gillespie Advisory.

 

He brings nearly four decades of experience in business advisory and financial management services, providing high-quality advice for a broad range of businesses and individuals.

 

At Gillespie Advisory, John provides leadership and guidance to a team of over 20 advisors and consultants in a number of professional disciplines. He ensures the quality and culture of our service delivery is of the highest standard, and always in the best interest of our clients.

 

As a Chartered Accountant, Certified Financial Planner, and Accredited Mortgage Consultant, John understands the support and guidance required at various stages of your business and personal financial journey. He has deep knowledge and practical experience working with small and medium enterprises and bringing an unparalleled understanding of the challenges and complexities of business ownership and operations.

 

John and his wife Anita, have three adult children Rebecca, Robert and Ben, and are looking forward to the next chapter in welcoming their first grandchild later this year. John and Anita’s families have a long history of supporting Marist College Canberra and involvement in local sporting communities and charities throughout Canberra and Queanbeyan. John is also a keen rugby enthusiast, and always up for a passionate chat about the latest footy game.


Area of expertise:
Mortgage Broking
Financial Planning
Business Advisory
Taxation

Qualification:
Chartered Accountant
Certified Financial Planner
Accredited Mortgage Consultant
Stuart Howard
Stuart Howard
Director/Senior Financial Adviser

Area of expertise:
Wealth Creation & Protection

Qualification:
Senior Financial Planner with a Diploma in Financial Planning
Economics (Honors) Degree

Phone: (02) 6260 9718
Email: stuart@gillespieadvisory.com.au

Authorised Representative of Gillespie Finance Directions Pty Ltd (464725)

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Stuart is a Director/Senior Financial Adviser within the Wealth Management area at Gillespie Advisory.

 

He enjoys helping clients realise their financial objectives by providing quality advice. Stuart is committed to providing his clients with a high level of service in a professional manner, including strategies to cover wealth creation and protection, maximising Centrelink benefits. minimising tax to helping clients achieve their retirement goals.

 

With over 20 years of experience providing advice to a wide range of clients, Stuart is very passionate about the financial wellbeing of his clients and strives to get everyone who goes through the advice process into a stronger position year on year. Achieving great outcomes for clients has been fundamental to Stuart’s success in the Financial Services Industry.

 

Outside of work, Stuart enjoys spending time with his family, visiting places of interest in Australia, and even an occasional round of golf when his family let him!


Area of expertise:
Wealth Creation & Protection

Qualification:
Senior Financial Planner with a Diploma in Financial Planning
Economics (Honors) Degree
Michelle Loughhead
Michelle Loughhead
Director/Senior Financial Adviser

Area of expertise:
Financial Planning
Superannuation & Investments

Qualification:
Master of Financial Planning

Phone: (02) 6215 9708
Email: michelle@gillespieadvisory.com.au

Authorised Representative of Gillespie Finance Directions Pty Ltd (1006291)

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Michelle is a Director / Senior Financial Adviser within the Wealth Management area at Gillespie Advisory.

 

As a financial adviser, Michelle provides professional and individual advice through strategic planning – including wealth creation, investment management, and risk.  She also provides advice relating (but not limited to) cashflow strategies (pre and post-retirement), estate planning (relating to superannuation), and Centrelink.  Michelle takes the time to understand her clients' lifestyle and financial goals and objectives and works alongside her ongoing clients over the long term to assist them in achieving their goals.  Her attention to detail, listening skills, and empathy are symbols of her appreciation to her clients. 

 

Outside of work, Michelle is married with a teenage daughter and of course the family a dog.  Michelle and her family love to travel within Australia and overseas. In her spare time (on the weekends) you may find Michelle cooking up a storm in the kitchen at home or doing the odd bit of cake decorating.


Area of expertise:
Financial Planning
Superannuation & Investments

Qualification:
Master of Financial Planning
TESTIMONIALS
What they say about us
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Courtney Alexander
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Sample 1
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Sample 2
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Sample 3
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TESTIMONIALS
What they say about us
Wendy Bell

Since moving from 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
Carol Croce

The team is easy going and very approachable. They explain financial matters in plain English, devoid of jargon, and always ensure I clearly and thoroughly understand the financial advice. I am confident that the team's management of my financial affairs is ethically grounded and in my best interest.

Carol Croce
Robert Smethills

Susanne and I have been seeing Stuart for over 5 years and he has been integral to both our financial planning and recently our transition to retirement. His knowledge and advice on both public and private superannuation schemes are second to none and his ability to explain and present many varied and considered options is, without doubt, his strongest asset. With a friendly and caring attitude, Stuart is one of the best Financial Planners in the industry which has resulted in us recommending his services to many friends and family.

Robert Smethills
Wealth Management
OUR COMMITMENT TO YOU
That’s how we do it.
01
A Sense of Belonging
With over 30 years of experience, our business is built on a family approach where we create an environment of success and belonging.
02
Integrated Services
We provide an integrated financial service offering, giving you a 360* overview and solutions to match your needs.
03
Clients for Life
It's about working towards your long-term goals. We will be with you, every step of the way.
04
Solutions that match your needs
We can plan your long-term and short-term wealth goals, and measure your progress towards them.
LATEST INSIGHTS
Recent news
October 8, 2021
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October 8, 2021
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October 8, 2021
A step-by-step guide to property investing
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Is it time to secure your financial future? Ask our Experienced Financial Planners for advice today.