With our clients now located all across Australia, Indonesia and Hong Kong. Tarnia holds a Diploma of Financial Planning, an Advance Diploma in Financial Planning, Diploma in Margin Lending, Diploma in Self-Managed Super Funds and a Certificate of Management. Assisting you with organising mortgages, personal loan, refinancing or debt consolidation.
Dear Tarnia, I just wanted to thank you for everything you did to assist my dying daughter and her family, especially the time you spent obtaining her disablement payment and life insurance for her daughters. We appreciate the time you took to finalise her claim and liaise with the insurance company to get the funds paid to the girls in a timely fashion.
Dear Tarnia, I just wanted to thank you for everything you did to assist my dying daughter and her family, especially the time you spent obtaining her disablement payment and life insurance for her daughters. We appreciate the time you took to finalise her claim and liaise with the insurance company to get the funds paid to the girls in a timely fashion.
Services
Tarnia saw a short fall in affordable advice in financial advice for others, including her friends, family, and local community and wanted to a make a difference. Tarnia noticed that there is a need for younger female financial advisers who can relate to those in the same situations.
She had found that most people in their 20's, 30's and even 40's had numerous superannuation funds, had taken out a mortgage on their home, as well as numerous debts, but somehow have not planned how to pay for the mortgage and bills if tragedy strikes.
She had found that most people in their 20's, 30's and even 40's had numerous superannuation funds, had taken out a mortgage on their home, as well as numerous debts, but somehow have not planned how to pay for the mortgage and bills if tragedy strikes.
Gurney Financial Services specialises in working with individuals and families in building their wealth. By working together to understand your needs and wants, we can clarify your goals and build strategies and solutions towards assisting you to meet them. Starting with finding your lost superannuation, consolidation of superannuation and/or management and correct investment of superannuation.
It is important to gather as much information as possible from our clients, both personal and financial, in order to understand their situation fully, this also helps us get to know you and what you hope to achieve. When you meet with Gurney Financial Services, we complete what is called a Client Personal Information Booklet with each of our clients to ensure we get to know them individually.
Whether it be starting out with your first superannuation plan, or location of lost superannuation, maybe even consolidation of numerous superannuation plans, Gurney Financial Services can assist you. We specialise in implementing strategies to invest your money accordingly and appropriately. Maybe you have moved in together, married, or bought a house.
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