Tony Gray specialises in advice to self-managed superannuation fund trustees and investors who wish to include direct share exposure as part of their portfolio approach. Investment advice includes preparation and adherence to a written Investment Strategy individual to each portfolio. A focus on direct assets such as listed shares and deposits, with niche active managed funds assists with generating reliable cash-flow to support portfolio growth or pension payments.
Allocations to the various asset classes adjust as the relative return potential and risks change – we do not believe in a ‘set and forget’ approach. This direct approach also typically results in lower costs and an improved tax outcome. Financial planning advice encompasses tax structuring, superannuation contributions, estate planning and pension income streams.
Our administrative support is designed to keep track of your portfolio and planning steps, and keep life simple for you and your accountant.
Tony was a shareholder and employed adviser with Shadforths Limited from 1994 to 2008, and since 2009 Tony has been the Responsible Manager of TG Financial’s Australian Financial Services Licence. Tony also holds the Certified Financial Planner® practitioner designation.
Tony holds a private pilot licence, enjoys fresh and saltwater fishing, skiing on Ben Lomond and rows with the North Esk Rowing Club. In his spare time, he runs a farming operation.