What we Offer
Welcome to Energy Financial Planning
Helping You Secure Your Financial Future with Over 25 Years of Expertise
Are you looking for professional financial advice and guidance to secure your financial future? Look no further! With over 25 years of experience in the financial industry, Brad A. Gunn is a trusted and experienced financial planner/adviser ready to assist you with a wide range of financial solutions.
What We Offer
Insurance Solutions: Protecting yourself and your loved ones from unforeseen events is crucial. As a seasoned financial planner, I understand the importance of insurance in safeguarding your financial well-being. Whether it’s life insurance, income protection, TPD or disability cover I will tailor the perfect insurance solutions to meet your specific needs and provide you with peace of mind.
Superannuation Strategies: Planning for retirement can be complex, but with my expertise, you can make the most of your superannuation. I will work closely with you to develop a personalised superannuation strategy that aligns with your retirement goals, maximising your benefits and ensuring a comfortable retirement.
Wealth Management: Growing and preserving your wealth requires a well-thought-out plan. My wealth management services are designed to help you optimise your investments and assets while managing risk effectively. Together, we’ll develop a comprehensive wealth management strategy tailored to your financial objectives and risk tolerance.
Financial Education: Knowledge is power, and in the ever-changing financial landscape, staying informed is vital. I believe in empowering my clients through financial education. As your financial adviser, I will take the time to explain complex financial concepts in a clear and accessible manner, ensuring you understand the strategies we implement and making you an active participant in your financial decisions.
Direct Investment Strategies: If you prefer a hands-on approach to your investments, I can guide you through various direct investment strategies. From stocks and bonds to property and other investment opportunities, I’ll help you navigate the market and make informed decisions to achieve your financial aspirations.
Why Choose Brad A. Gunn as Your Financial Adviser?
Expertise: With more than 25 years of experience in the financial industry, I possess in-depth knowledge and a proven track record in helping clients achieve their financial goals.
Personalised Approach: I recognise that every client’s financial situation is unique, and there is no one-size-fits-all solution. That’s why I take the time to understand your specific needs and tailor financial strategies that align with your aspirations.
Client-Centred Service: Your financial success is my top priority. I am committed to providing exceptional service, building long-lasting relationships, and always putting your best interests first.
Transparency: As your financial adviser, I believe in full transparency. You can trust that I will be honest, straightforward, and upfront about all aspects of your financial plan.
Continued Support: My dedication to your financial well-being doesn’t stop after the initial plan is implemented. I am here to provide ongoing support, regular reviews, and necessary adjustments to ensure your financial plan remains on track.
Take the first step towards securing your financial future today. Contact Brad A. Gunn to schedule a consultation and discover how my expertise can make a positive difference in your financial life.