OUR FOCUS
To enable our clients to feel financially confident so they have more time to enjoy living their Ideal Life.
Ideal Life Advisers Pty Ltd is a private practice owned in partnership by Gavin Chapple & David Garrick.
GAVIN CHAPPLE
I was fortunate enough to learn towards the end of my University studies that I loved helping people be successful and happy. I have a passion for economics, had a strong background in maths & loved engaging with people, so financial planning was a natural fit. Over the years I have realised what makes a lasting difference to people and their families is to ensure their financial position aligns with what is personally important to them. That allows them the confidence & freedom to spend their valuable time living the way they want to live. That's real wealth!
I have been in the financial services industry since March 1998. During this time I have gained a variety of experience in financial planning, portfolio construction, retirement planning, estate planning, insurance planning and helping clients achieve their ideal life through their finances.
I completed a Degree of Bachelor of Commerce in Banking and Finance with the University of Canberra and a Diploma of Financial Planning. I am also a Certified Financial Planner and a Justice of the Peace (JP).
DAVID GARRICK
I have been working in the financial services industry since joining Westpac (then Commercial Bank of Australia) in December 1980.
I have worked in various positions at Westpac over a 28 year period, including trading roles in Financial Markets and the sale and distribution of financial and structured products to Private Clients. After leaving Westpac in 2008, I wanted to utilise my financial knowledge and experience by providing a holistic financial advice service to clients that makes a larger difference in their lives.
I have completed a Masters of Management (General) with UTS Sydney, graduating in 1999.
Since than I have completed the Diploma of Financial Planning and I am a Certified Financial Planner & a Justice of the Peace (JP).
COSTS
We are a fee for service business. All fees are provided via a transparent and personalised statement of advice and ongoing reporting. The amount paid will vary depending on individual circumstances.
There are no lock in, secret or hidden fees.
Your initial consultation is free with no obligation.
Our Company Values
1.“Get” our client’s world - know what is really important to you; your meaningful outcomes and values.
2. Have long term mutually beneficial ongoing relationships with a finite number of clients.
3. We are interested in you & your dreams/aspirations more than your money.
4. We do what’s right for you first, even if it means going the extra mile.
5. Be Accessible, in Communication and Responsive - We endeavour to always be very contactable & in communication. Even when we don’t know the answer yet or aren’t available, we get in touch/communicate that we know you have tried to contact us, are working on a solution or steer you to someone who is available.
6. Always look to Simplify by eliminating complexity where possible for you in achieving your ideal life & in how we help you achieve it.
7. Openness - Always be open to new ideas, evolve, adapt, challenge what we do & improve. Then implement if need be.
DEALER GROUP
In order to provide financial advice in Australia, you need to have a "dealers license". We operate our own financial services license; ILA Partners Pty Ltd AFSL 551497 ABN 29 159 795 114
Please refer to the financial services guide (FSG) for more information.