Gayler Neil

Our Journey

Neil Gayler & Co. was founded in 1997 as an Independent Financial Advisory practice, guiding individuals and business owners on their financial journeys. In 2019, we made the strategic decision to sell our regulated advice business while retaining our commitment to providing comprehensive financial guidance. This allows us to focus solely on life-centred planning, cashflow modelling, and estate planning, tailored to your unique aspirations and goals.

Our Vision

We believe financial planning should be aligned with your life goals and aspirations. We approach each client with a fresh perspective, understanding your unique circumstances, dreams, and anxieties. Through a process of discovery and strategic planning, we help you:

• Visualise your ideal future: "What do I want to do with the rest of my life?" is the starting point of our journey together.
• Model your cashflow: We guide you in creating a roadmap for spending, saving, and investing.
• Protect what matters: Estate planning services ensure your financial wishes are clearly documented.

Our Services

Our non-regulated services include:

• Life-Centred Financial Planning: Aligning your financial plan with your aspirations, values, and life stages.
• Cashflow Modelling: Empowering you to take control of your finances through clear projections and scenarios.
• Estate Planning: Creating comprehensive documents like wills, powers of attorney, and trusts to safeguard your legacy.
• Later Life Planning: "Making Life Simple" helps you navigate the complexities of later life, including care fees and tax planning.

Why Choose Neil Gayler & Co.?

We are passionate about providing:

• Personalised attention: Your dedicated advisor will walk alongside you, understanding your unique needs and aspirations.
• Practical guidance: We translate complex financial concepts into clear and actionable steps.
• Client-centric approach: Your needs are our priority, guiding you every step of the way.
• Transparency and accountability: We openly share our process, fees, and progress with you.