Whether you are thinking of buying a property, expanding your business, setting up a self-managed superfund, planning your retirement, or making the best of an inheritance, having a comprehensive financial plan can help you take the necessary steps to achieve your goals!
At Proactive Business Services we pride ourselves on providing the best advice to our clients. We view sound financial advice as an integral part of growing and retaining wealth and achieving a work life balance. We have partnered with Gerard Homan Financial Advisor and the team at Beaches Financial Planners to provide you with direct access to experts in the financial planning and wealth creation space.
Gerard Homan is a seasoned Financial Planner with a passion to transform the lives of accumulators and retirees through expert financial planning advice. With over 17 years of experience in the industry, Gerard has become a trusted partner for individuals and families seeking to secure their financial futures. His success as a financial planner is displayed through his unwavering commitment to achieving great outcomes for his clients. He takes the time to truly understand their aspirations, concerns, and values. Gerard’s clients appreciate his clear communication style, which demystifies complex financial concepts and fosters trust and transparency.
For young professionals and those still in the wealth accumulation phase, Gerard serves as a guiding light. He understands the unique challenges they face, from raising children to saving for major life milestones such as their first home. Gerard helps these individuals develop tailored financial plans that encompass budgeting, investing, debt structuring and risk management. He encourages them to set clear financial goals and provides strategies to achieve them efficiently, all while minimising tax liabilities.
Gerard’s expertise truly shines when it comes to retirees. He recognises that transitioning from a career to retirement is a significant life change that requires careful planning. Gerard assists retirees in creating comprehensive retirement income strategies, considering factors such as Social Security, super and pensions, estate planning, aged care, debt structuring and various investment vehicles. His goal is to ensure that retirees not only maintain their desired lifestyles but also have a plan to address unexpected expenses and healthcare costs in retirement.
One of Gerard’s distinguishing features is his meticulous approach to investment management. He emphasises diversification, risk management, and a long-term perspective. He customises investment portfolios to align with clients’ goals and risk tolerance, whether they are accumulators looking for growth or retirees seeking income and capital preservation.
Gerard Homan is a Financial Planner with a passion for helping accumulators and retirees achieve their financial goals. Through his extensive knowledge, personalised approach, and dedication to client well-being, he has earned a reputation as a trusted partner in the pursuit of financial security.
With Gerard Homan as their guide, individuals and families can confidently navigate the complex landscape of financial planning and secure a brighter future. If you like an appointment to meet Gerard to discuss your financial future, please give us a call on 02 9948 5521 and we will schedule a meeting for you.
Beaches Financial Planners is the trading name of Beaches Financial Planning Pty Ltd. Beaches Financial Planning are Authorised Representatives of RI Advice Group Pty Ltd I ABN 23 001 774 125. RI Advice Group Pty Ltd registered office: Level 1, 800 Bourke Street, Docklands VIC 3008 is an Australian Financial Services Licensee and member of the Insignia Financial group of companies.
