Gareth Colgan blends strong technical knowledge with a people-first philosophy, recognising that financial clarity begins with understanding what truly drives each client. His warm and balanced style supports thoughtful, goal-aligned planning. Known as a reputable adviser, he builds long-term relationships through trust, perspective, and practical advice.
Although Gareth’s job title is Financial Planner, his role is better described as somewhere between an asset project manager and a financial coach. For him, finances are such an integral part of people’s wellbeing that it can’t all be about the numbers. Relationships always come first, not a financial plan. He takes the time to gain a real sense of what clients are trying to achieve and what drives them before creating a plan toward financial freedom.
“Trusted adviser” is a buzzword that’s thrown around a lot in financial services – so much so that it has lost much of its meaning. Gareth believes real trust only comes with time and must be proven. That’s why he is most proud of the intergenerational wealth management side of his business, where trust is built and passed down through families year after year.
For those looking for a Financial Coach or Project Manager in Sydney, Gareth welcomes enquiries.
Where Gareth adds the most value is in amplifying success for his clients. Most have high incomes and a large asset base, and they look to him to develop their portfolios using robust strategies designed to achieve their goals – whether income requirements or capital growth. His recommendations are not clouded by commissions, as he does not accept any from product providers, helping to build long-term trust.
You’ll see plenty of qualifications below. However, they are only a part of the equation. He believes that drawing on his experience to fully understand the impact his advice will have on your situation is where the real value of his service comes in.
Qualifications:
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