We are a financial planning business based in Newtown
Owner Gerald K. Mayfield has 30 years of experience as a financial advisor, he created ‘Mayfield Investment Services’ in 2007, and loves what he does, Gerry aims to educate his clients on the link between financial and lifestyle planning and provide them with the knowledge and tools to fulfil their financial and lifestyle aspirations
We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.
So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you with:
- Financial planning strategies
- Retirement income planning
- Estate planning
- Superannuation
- Share market advice & Trading
- Investment advice
- Pension & Centrelink advice
