|Jeremy Gillman-Wells CFP®
|Invest Blue Pty Ltd
|6/29 Bentham St
Yarralumla, ACT 2600
|02 6215 8000
“I love delivering on your happy: because the best things in life are the people we love, the places we’ve been and the memories we’ve made.”
Jeremy Gillman-Wells is a multi-award winning and widely experienced Certified Financial Planner®. He is a regular guest speaker at investment forums and provides a financial education program for Canberra schools. He is a recognised values-based adviser, retirement specialist and Aged Care Guru.
Prior to joining Invest Blue in 2021, Jeremy and his team built Bravien Financial for 20 years. Jeremy embodied and propelled the philosophy of the firm: to enable people to achieve their financial destiny for the reasons that are important to them. Jeremy’s success, like that of Invest Blue, is attributed to the philosophy of understanding and nurturing client needs and aspirations first, then talking their language to deliver a strategy that they can actually implement.
Jeremy maintains a passionate concern for not only technical excellence but honesty and transparency in the way clients’ affairs are managed.
This has resulted in Jeremy being recognised as a leader in retirement strategies and advice methodology. He is the National Winner of the prestigious Financial Planning Association award for Pre-Retirement Planning, National Winner of the Financial Planning Association Best Practice Award and a 3 time National Winner of Quality of Advice & Financial Planning Excellence Award.
Living in Canberra for 30+ years has allowed Jeremy to develop a strong understanding of the needs of public service employees and their families, particularly in relation to defined benefit superannuation schemes.
Jeremy is strongly involved in the community and giving back. He loves the deep value of pro-bono advice for the Cancer Council and has been a long time supporter of the Smith Family Learning for Life Program. Jeremy has twice cycled the Future2 Wheel Classic between Sydney and Melbourne to help fundraise over $220,000 for the Future2 Foundation which supports disadvantaged young Australians. He has also cycled Tour de Rock to raise money for various cancer charities including Tour de Cure. He is an avid cyclist, part-time racer and amateur video producer. He lives on a small rural property with his wife and two children.
Aspirations vs cashflow analysis
Wealth accumulation and investment strategy
Superannuation including self-managed super advice
Redundancy & Retirement Planning
Complex and multi-entity advice (companies, family trusts, special disability trusts)
Aged Care & Estate planning
Graduate Diploma of Business (Finance) (with Distinction)
Diploma of Financial Planning
Bachelor of Science
Self-Managed Superannuation Funds Accreditation
Borrowing within Self-Managed Superannuation Funds Accreditation
Aged Care Certification