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Gavin Wright Yasmine Sweeney

Gavin Wright

Gavin has worked in the financial services sector since 1986 starting with National Mutual, and working with Westpac and KPMG. At KPMG, Gavin took up the role of Director of their financial services area, managing both Victoria and Tasmania. He has worked closely with clients since 1993 and is proud that the average client has been with Wright Planning for 14 years. Gavin has three children and enjoys music, running, swimming, travel, as well as good food and wine.

Yasmine Sweeney

Yasmine joined Wright Planning in 2012. Yasmine has a Bachelor of Commerce and has completed her Diploma in Financial Planning. Yasmine has been working in the General Insurance industry for the past 7 years, having recently been an underwriter and senior claims consultant. Yasmine enjoys singing, travel, cooking and trying any great restaurant.

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Testimonials

Wright Planning stands apart from any other financial firm. Offering clients a unique service based fee structure, with rebate of commissions. You know that you are getting honest advice, untainted by any other incentives. The small size of the practice allows a very personal approach and interest in the clients and their families. In times of crisis an added level of care beyond just the financial processes is always given.
-David Ford-

Our family has experienced excellent financial advice and wonderful emotional support from Wright Planning for many years. The financial advice includes advice on shares, banking and real estate investments.
-Margot Wilcox-

Wright Planning offers professional advice, which reflects a great deal of knowledge. When working with Gavin he has always been honest and shown great integrity. The Wright Planning team offers clients a personable and friendly approach.
-Marcus Booth-

We feel the key to successful investing with your money, is directly related to your choice of financial adviser. Many Companies promote their image and what they can do for you; but few deliver. We came to Wright Planning upon recommendation, and quickly discovered that this Company gave a very personal touch, putting the best interests of their clients ahead of the monetary return for themselves.
-Alex & Margaret Jarvis-

We have enormous trust in Gavin’s advice. Wright Planning has always listened to our individual needs when advising us, and subsequently his advice has always been appropriate as well as sensitive. We have enormous trust in Gavin’s advice. He is always going above and beyond, offering us more then what would be reasonably expected, especially considering our wider family.
-Keith Charman-

We feel that Wright Planning offers a holistic approach to financial planning. Presenting us with sensible financial options and independent advice, that is not compromised by trailing commissions. Over the years we have worked with Wright Planning, Gavin has offered us guidance, support and facilitated difficult discussions.
-Penny & Simon Foster-

The Thomas Family has employed Gavin as our Financial Adviser for 16 years. Gavin has provided honest and sound advice, acted professionally at all times and given wonderful support to our Family.
-Kaye Godkin & Thomas family-

 

 

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