Garden Financial Services is a family-owned and run business based in Caloundra, offering a range of financial services including Financial Planning, Personal Insurance, Estate Planning, and Aged Care. Established on the Sunshine Coast in 2008, the company is dedicated to providing expert advice and guidance to clients at any stage of life. With a team of experienced staff, Garden Financial Services aims to help individuals create, protect, maximize, and maintain their lifestyle by offering tailored solutions and ongoing management to achieve their financial goals.
Managed by Gavin, the Managing Director and Financial Planner, who specializes in Aged Care and Retirement Living financial advice, Garden Financial Services prides itself on its practical approach and commitment to delivering advice in plain English for easy understanding. The team, including Kaylee, a Director and Financial Planner, brings a wealth of experience from prestigious financial institutions, ensuring clients receive comprehensive support in building and protecting their wealth. Kylie, the Customer Service Officer, adds value to the team with her legal background and dedication to providing exceptional client service.
Through their partnership with Infocus Securities Australia Pty Ltd, Garden Financial Services operates under strict regulations and licenses to ensure the highest standards of service and compliance. With a focus on helping clients navigate complex financial landscapes while maintaining a personal touch, the company strives to empower individuals to make informed decisions about their financial future. By combining expertise, dedication, and a client-centric approach, Garden Financial Services is committed to assisting clients in achieving their financial objectives both now and in the future.