Jeremy’s work extends beyond one-on-one advice into education, where he has spent time speaking and engaging with broader audiences. That experience carries through into a style that focuses on explaining complex retirement decisions in a way that feels more practical and relatable.
Level 1, 29 Bentham Street, Yarralumla, ACT 2600
Jeremy Gillman-Wells is a fully qualified and widely experienced Certified Financial Adviser®. He is a regular guest speaker at investment forums, writes for investment magazines and provides a financial education program for Canberra schools.
Jeremy maintains a passionate concern for not only technical financial planning excellence, but honesty and transparency in the manner in which clients’ affairs are managed.
Adherence to this philosophy has won Jeremy the privilege of serving the needs of both individual and corporate business clients.
Outside of work, Jeremy is an avid cyclist, community supporter, and enjoys rural life on a 40 acre property with his wife, Joanna, and two children.
Jeremy is widely recognised as a values-based adviser and retirement strategy specialist, particularly for public service employees and defined benefit superannuation schemes.
“We’ve been clients of Jeremy’s for over 20 years. He has helped us plan and achieve our goals and supported us all the way. Always contactable. Always will to assist. He has gathered a great team around him.” ~ Peter, 65+ years
“Jeremy and his team at Invest Blue continue to offer an exceptional level of service that has made us feel entirely comfortable that our best interests are represented by the financial advice we have received and implemented over the last 3 years. Jez is an extraordinarily talented financial adviser, with a rare blend of high EQ, IQ, technical mastery and worth ethic. We are entirely satisfied with Jeremy’s service and have referred two further clients over the last 12 months (despite Jeremy already being in very high demand!).” ~ Julien, 46 – 55 years
“He comes to my house for meetings as I have mobility problems and involves my son who has my Power of Attorney in the meeting through Zoom.” ~ Ann-Mari, 65+ years
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