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1doneyleahy.com.au
why use us?
The Wealth Creation and Protection Experts. Gerry Doney provides expertise financial and estate planning advice to individuals and corporate entities with integrity and care. Specialising in investment strategies, superannuation, retirement planning, Keyman and Share Protection insurance, Wills, Asset Ownership and Distribution, Life, TPD Insurance, Trauma and Income Protection Insurances and effective Tax Liability Reduction advice. Creating your wealth and protecting your lifestyle. We seek to build lasting relationships with our clients. We work together with you to understand what really matters to you and create a plan that helps grow, manage and protect your wealth and lifestyle. We take the time to clarify what’s important to you and to understand your situation and values. We want to work with you over the long term to create a financial plan that works for you now and into the future.

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