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Gail Gadd- Sole Proprietor of Gail Gadd Financial Planning


Great Companies: Please tell me something about the business and how did you come up with such an idea? Gail Gadd: I had been an adviser in stockbroking for many years and decided to go out on my own. My goal was to provide the services that I wanted to, in the way the clients wanted to receive them.

Great Companies: What are the various services and products provided by your company? Gail Gadd: I offer a bespoke financial advisory service where the advice is specifically for each client. However, not all clients want the entire package so I have other specific products such at the 'Save to Invest Plan', 'The Active Investor' subscription service, Comprehensive Share Portfolio Management,  Order Execution and Periodic Investment Portfolio Reviews, Retirement Planning, Aged Care Planning and Management and Deceased Estate Administration.

Great Companies: Why should one choose you over others in this field? Gail Gadd: I have a small client base where each client is a person and not an account number and my goal to to satisfy each client's financial goals.

Great Companies: What are the struggles and challenges you face? Gail Gadd: There are many new rules and regulations being introduced to the industry which demand additional time. The result is that there is less time for me to spend with clients and doing research. I have introduced fintech applications to combat this. Another issue is the increasing cost of doing business which will mean increasing costs to clients in this difficult environment.

Great Companies: What do you think are the few main things which are most important for a successful business? Gail Gadd: Honesty, integrity and respectfulness in dealing with others as well as striving to do your best.


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