HOW WE WORK

Gregory Law Financial Planning Ltd have a wealth of experience and expertise to help you achieve your goals

All our advisors are qualified and customer focused. In addition, we have the support of a national financial services organisation, Personal Touch Financial Services Ltd.

So, if we do not have the expertise in any particular area, then you can be sure we will refer you to a specialist who will be able to help.

Your Needs

We spend time getting to know you, your financial situation, your financial goals and then we agree your priorities and initial needs.

We work with the leading providers of financial products to find the best deal for you. We will advise from application to policy inception helping to reduce the risk and stress for you.

Ongoing Advice

We support you in an ongoing capacity. As your financial situation evolves, we are there to help with ongoing advice and service and can periodically review your options to make sure you have the best possible solution.

SUPPORT

If you need help in between reviews, then we’re here to provide support when you need it.

Don’t just take our word for it

John R

Hi a very difficult deal to pull together but Oliver did it, I’ve already recommended your services.
Thanks
-November 2023

Ravi & Alina

Kathryn Brown has been just amazing, working all hours to ensure my application was completed on time and communicating well at all times, really friendly and caring person, it’s been a pleasure working with you.
-November 2023

Andrew

Very impressed.

James Elliot has provided excellent, professional support plus guidance in negotiating a mortgage deal with several lenders that I thought would be out of my reach. Emails answered in timely manner and knowledge provided has been of a high standard. Additionally, James has also offered responsible advice moving forward, not wanting me to get into something that is above and beyond my reach.

Many thanks
Andrew
– January 2024

David & Amanda

David Elliott always makes us feel comfortable when with him and always gives us the best advice. We would recommend him and will definitely use him again.
– January 2024

Leanne E

Greg was great and always has been over the years, he takes the stress out of renewing your mortgage.
– December 2023

Josephine and Shane

Out of hours calls, Charlie got back to me so quickly and made the process totally stress free for me and my partner I would recommend him to anyone I know going forward!
Thank you
-January 2024