Spotlight on Vince Gagliardi – Authorised Rep
Financial Advice

Spotlight on Vince Gagliardi – Authorised Rep

t
MB+M OzPlan’s Wealth Creation Team brings you a spotlight article on: Vince Gagliardi – Authorised Rep

All of MB+M OzPlan’s Authorised Representatives are experienced Financial Planners.  Each Rep, however, also has a specialisation that they are particularly passionate about.  Today, we are going to find out what makes Vince Gagliardi tick …

Vince Gagliardi  CFP®, Dip FP

Vince brings a lot of experience to the table.  He first started working at MB+M in 1998 (before the turn of the century!)  After spreading his wings and running his own Wealth Creation business, Vince returned to MB+M in 2019 and is now a Director.

We asked Vince, what gives him satisfaction in his work?  “Helping pre-retirees plan for their retirement and then watching them enjoy it.” Vince said. “I also get excited about building a client’s wealth through constructing portfolios that are tailored to meet their individual needs.”

Specialty

Complementing the MB+M OzPlan team, Vince’s specialty is Retirement Planning.

Even though Retirement Planning is his super power, Vince see’s the client’s life as a whole and is all about tailoring advice to their specific needs.  This allows his clients to navigate through the many stages of life.  Whether that’s paying school fees, buying a house, preparing for and enjoying retirement.

Vince believes Wealth Creation means different things to different people and it’s important to get to know his clients well and understand their goals and objectives before creating financial planning strategies for them.  One size definitely does not fit all!

This happened …

Alan & Sue told us their story …

We first met Vince 10 years ago with a unique Self-Managed Superannuation (SMSF) structure. Vince was able to explain how our SMSF worked and has helped us understand the complexities and rules relevant to our fund. Most importantly he has provided us with peace of mind and confidence that Vince has the expertise to deal with these complex superannuation matters.

Along the journey, Vince has increased our wealth significantly which has helped us enjoy our retirement. Vince’s handling of our financial affairs over the years has been impeccable, he makes us feel secure, and comfortable in retirement, which allows us to enjoy travelling, playing bowls and spending time with our family

 

Make an appointment

Vince and all of our Authorised Reps would love to talk to you.  MB+M OzPlan are currently offering an initial free meeting to discuss your personal situation.  There is no obligation attached.  Give us a call on 5831 1233 or email mbmozplan@mbmgroup.com.au to request an appointment today.

Vince Gagliardi CFP®, Dip FP – Authorised Representative No: 226942

Related articles:

Visit Our Insights Page For More Helpful Articles

t