Northern Beaches Financial Planners
Achieve your financial lifestyle goals
Are you planning for retirement?
Retirement Planning, when done well, requires a broad range of specialities such as investments, cashflow, forecasting, estate planning, taxation, legal structures, Centrelink and aged care. Beaches Financial Planners will help you navigate the jargon and optimise your retirement.
Are your investments supporting your lifestyle goals?
Investments should align with lifestyle aspirations, ensuring financial strategies support personal goals. It's about balancing growth with fulfilling life ambitions, tailoring financial plans to individual dreams and life stages.
Do you have debt & dependents? Are these protected?
Debt & dependents require protective strategies to ensure financial security. Managing debt wisely while safeguarding dependents through insurance and risk management provides peace of mind, securing their future.
Are you planning for retirement?
Retirement Planning, when done well, requires a broad range of specialities such as investments, cashflow, forecasting, estate planning, taxation, legal structures, Centrelink and aged care. Beaches Financial Planners will help you navigate the jargon and optimise your retirement.
Are your investments supporting your lifestyle goals?
Investments should align with lifestyle aspirations, ensuring financial strategies support personal goals. It's about balancing growth with fulfilling life ambitions, tailoring financial plans to individual dreams and life stages.
Do you have debt & dependents? Are these protected?
Debt & dependents require protective strategies to ensure financial security. Managing debt wisely while safeguarding dependents through insurance and risk management provides peace of mind, securing their future.
Our Partners
Gerard Homan
Meet Gerard Homan
Meet Gerard Homan: Founder, Principal, and trusted financial adviser at Beaches Financial Planning, offering tailored, comprehensive services to meet your financial goals.
Get To Know Us
We pride ourselves in listening, understanding and developing a tailored plan to achieve your financial aspirations. And, our great service doesn’t stop with a financial plan. We constantly adapt our strategies to changing conditions and changes in your circumstances. We are available to you for questions and always take the time to explain our strategies and minimise any uncertainty and fear especially during these uncertain times.
Our Professional Offerings
Our goal is to ensure you can achieve your financial lifestyle aspirations whether it be planning for or in your retirement, saving to purchase a property, protecting your family and assets or simply making a new start.
Retirement
Planning
Providing tailored retirement planning strategies to help you enjoy a comfortable and fulfilling retirement.
Investment & Wealth creation
Boost your wealth with savvy investment strategies for a prosperous future.
Life Insurance & Income Protection
Find confidence in your future with expertly tailored Life Insurance and Income Protection plans.
Mortgage
Broking
Combining local know-how with extensive financial expertise, providing you with strategic mortgage options.
Small Business
Advice
Empower your small business journey with Beaches Financial Planners, offering bespoke financial strategies.
Aged Care
Advice
Navigate the complex array of Aged Care options to best benefit you and your family.
Introducing Your New Financial Adviser
Gerard has been assisting individuals and small to medium businesses since 2006 and has extensive experience in helping people plan for and enjoy their retirement.
Qualifications and Expertise
Gerard Homan, a qualified Financial Adviser since 2008, offers a wealth of knowledge and expertise to his clients. He holds a Bachelor of Industrial Design, a Graduate Diploma of Financial Planning an Advanced Diploma and a Diploma of Financial Planning, and a Certificate IV in Business Management. Additionally, Gerard is accredited in Self-Managed Superannuation Funds, an Accredited Behavioural Finance Professional and a Chartered Retirement Planning Counsellor, positioning him as a well-rounded adviser capable of handling diverse financial planning needs.
Authorisation and Affiliations
As an Authorised Representative of RI Advice Group Pty Ltd and the proprietor of Beaches Financial Planning Pty Ltd, Gerard is legally empowered to provide personalised financial advice. His authorisation under RI Advice Group, a reputable firm in the financial sector, underscores his compliance with industry standards and regulatory requirements, ensuring a reliable and professional service.
Services Offered
Gerard's advisory services encompass a broad spectrum, including personal insurance, superannuation, budget and cash flow management, debt management, investments, retirement planning, Centrelink/DVA, estate planning, aged care, ownership structures (e.g. discretionary and family trusts), portfolio reviews, ongoing advisory services, and coordinated assistance with specialists such as Accountants, Solicitors and Mortgage Brokers. This comprehensive range demonstrates his ability to cater to various financial planning needs.
Product Advice and Offers
Gerard is authorised to provide advice on multiple financial products, such as deposit and payment products, life investment or life risk products, interests in managed investment schemes, retirement savings accounts, securities, superannuation, and standard margin lending facilities. His authorisation to advise on these products allows him to offer tailored solutions that align with his clients' individual financial goals and circumstances.
Introducing Your Financial Advisor
Gerard has been providing advice to individuals and small to medium businesses since 2006 and has extensive experience in helping people plan for and enjoy their retirement.
Gerard Qualifications & Memberships
- Bachelor of Industrial Design
- Diploma of Financial Planning (PS146)
- Certificate IV in Business Managemment
- Advanced Diploma of Financial planning
- Graduate Diploma of Financial Planning
- Self-Managed Superannuation Fund Accredited
Our Client Testimonials
get in touch
Feel free to reach out and start your journey towards financial empowerment. Whether you have a question, need guidance, or are ready to craft your unique financial plan, we're here for you. Contact us today and let's make your financial goals a reality, together.