02 4926 1033

Level 8, 77-79 Hunter Street, (Cnr Hunter & Bolton Streets) Newcastle NSW 2300

DO YOU WANT TO FEEL FINANCIALLY SECURE IN RETIREMENT?

Take control today!

Do you want to develop a strategy that's individually tailored to your personal needs?

Welcome to

Gordon and Gray

Personal Wealth Advisers

Here at Gordon and Gray Newcastle, we can help you achieve a financially secure retirement with professional advice from our friendly, caring and experienced group of advisers. A successful relationship is best achieved by partnering with a qualified financial planning specialist that reviews your current financial position then establishes your financial goals and the time-frame in which they are to be achieved.

We deliver individually tailored advice with recommended actions to achieve your identified financial goals, provide you with the financial education and the opportunity to discuss our advice so that your decisions are always informed and made with confidence whilst ensuring you receive the highest quality financial advice.

Our financial advisers hold university degrees and post graduate qualifications, participating in continuing professional education, provide you with a disciplined and structured process of ongoing service and review, clearly explaining all costs involved and deliver value for money.

Our Aim

Our aim is for our clients to feel secure and in control of their financial situation, both today and in the future. This is achieved through an open and ongoing relationship based on trust. We are always approachable and strongly encourage clients to ask questions so they feel confident in understanding the strategies and recommendations we implement.

WHAT OUR CLIENTS SAY

Client Testimonials

A family business

We help family members, friends, and work colleagues of current clients with their personal financial planning. What better way for someone to find their life long financial adviser than via a referral from a trusted source.

Retirement Planning

We specialise in pre-retirement and retirement financial planning.
We have built and continue to build our specialist skills and services in this area.

Loyalty as a core value

80% of our clients have been with us for more than 10 years. Through our commitment and dedication, we aim for you to feel secure and in control of your financial position, both today and in the future.

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We believe in professionalism

Our professional qualifications, experience and commitment to ongoing education ensure our clients receive only the highest quality advice and strategies.

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A local experienced business

Our experience, dedication and expertise provide the key elements of a successful financial planning partnership, upon which we have built and will continue to grow and differentiate our business.

People

Connecting with our clients is just the beginning

We are always approachable and strongly encourage clients to ask questions so that they feel confident in understanding the strategies and recommendations we implement.

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Trust Us - You're in good hands

Our aim is for our clients to feel secure and in control of their financial situation, both today and in the future. This is achieved though an open and ongoing relationship based on trust.

WANT TO BUILD MORE FINANCIAL FREEDOM FOR YOUR RETIREMENT?