Gem Planning

After reviewing a number of Super based Financial Advisors, GEM stood out as thinkers and workers on behalf of their clients. They were totally honest about markets and their risks/benefits. These conversations happened for a while before I committed funds.They were the only ones to offer me real, explained alternatives, within the same Super portfolios, offering various Investment Options and opportunities to consider outside of the usual BLUE CHIP Super, Income portfolios.I have some experience in Finance and Investments - but the easily researchable options were all good and I was able to choose, in real time, with my Advisor.I am now retired and have the income I was expecting, with options to change things as we go along.No change is made without my agreement or without proper consultation.Very Happy with them as my Super provider - and the same goes for my wife!Highly Recommended.

I was able to retire 8 years before the aged pension kicks in.Thank you Jason for supporting us while we support our families and build a great relationship with all our many grandchildren.

For the last 20 years, David and Simon James and the staff at Gem Planning have looked after my investment and superannuation needs as I saved then transitioned through to retirement.Their professionalism and expertise have produced the best financial outcomes for my situation and I look forward to continuing to rely on Gem Planning for my future retirement needs.

I was very fortunate to come into contact with Gem Planning, namely Jason James, at one of the most traumatic times in my life, with no great insight into how to manage my current financial circumstances. Jason has assisted me to manage this situation, has taken time to explain my options and given me the ability to move calmly and confidently forward. As a result of this,I have been very confident in referring my family members to Gem Planning. This family business is now supporting three generations of my family and currently advising us how to provide finance security to our fourth generation .

It's all about the customer at Gem Planning and how to provide a lifestyle of your choice with great financial guidance, excellent customer service and quick response times.I feel confident that my investment is being managed effectively. Highly recommend their services.

Jason is enthusiastic about his work, his passion shows in the care he takes to explain the details, the team are friendly, efficient and very helpful in all matters I have requested support with. I thoroughly recommend the Gem Planning Team.

We contacted Gem Planning to help us with our retirement goals. From commencement with the Team we knew we were in safe and capable hands. We were listened to, valued and understood following which the tailored guidance has enable us to reach and exceed our goals. At a time when finances matter more than ever the GEM Team helped us make further savings and enabled us to understand options about our future in a hightly personalised way. We have never been treated as a number and for this we are truly grateful. We highly recommend the GEM Team.Katrina & Wally

My husband and I are very happy with Gem Planning and find Jason a fount of knowledge which he manages to impart in an interesting way.We have been clients for several years and have no qualms to recommend Gems services to anyone.

My husband and I were recommended to contact Gem Planning by a very close friend of mine, and we haven’t looked back since! From our very first meeting, not all that long ago, with Jason James, we were impressed with his financial knowledge and not to mention his lovely countenance, putting us at ease immediately. Apart from Jason, we have only had dealings with Ines and Tahlee, who have both been fantastic. Everyone is very knowledgeable, very helpful and great to deal with!

I have been dealing with Gem Planning for roughly the last 14 years. Firstly with David James, and the last few years Vince Fratamico. I can’t speak more highly of both men.Vince always makes himself available to answer any questions that I may have, every detail of my funds and current market trends are explained to me in great detail.I have no hesitation in recommending Vince and Gem Planning to anyone who is looking for a team to assist with their funds.Very satisfied client,Rosalind Mooney