Boutique, personalised financial advice to help families achieve their goals and dreams.
I’m Gretel – a qualified and experienced Financial Advisor in Coffs Harbour. I am passionate about understanding my clients – their values, their purpose and their financial dreams. In a calm and comfortable environment, I draw on my extensive experience to provide strategic and personalised financial advice that is honest and reliable. My goal is to help you make smart financial decisions so that you can enjoy more of what life has to offer.
Thank you for your interest! I am fully booked until the new financial year but very much look forward to working with new clients. Please submit your details and I’ll reach out as soon as openings become available. I appreciate your interest and am excited to speak soon!
