Our Focus
To enable our clients to feel financially confident so they have more time to enjoy living their Ideal Life.
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 run by Gavin Chapple and Julie Scurfield.
The people behind your plan.
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).
Julie Scurfield
I have always enjoyed helping people achieve their goals and build confidence in their financial future. Throughout my career, I have been passionate about building strong relationships and helping people make informed decisions that support the life they want to live.
With more than 25 years of experience in financial services, I have worked across financial planning, investment management, portfolio construction and adviser development. During this time, I worked closely with many financial advisers across Australia and saw firsthand the positive impact that quality financial advice can have on individuals, families and businesses.
Prior to joining Ideal Life Advisers, I held senior leadership roles with Vanguard, where I partnered with advisers to support investment strategy, portfolio construction and business growth. These experiences reinforced my belief that sound financial advice can provide people with greater confidence, clarity and peace of mind.
I hold a Master of Applied Finance (Financial Planning), a Graduate Diploma of Financial Planning, a Diploma of Applied Finance and an Advanced Diploma of Financial Services (Financial Planning).
Costs
Fee for service
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.
No hidden fees
There are no lock in, secret or hidden fees.
Free initial consultation
Your initial consultation is free with no obligation.
Our Company Values
- "Get" our client's world — know what is really important to you; your meaningful outcomes and values.
- Have long term mutually beneficial ongoing relationships with a finite number of clients.
- We are interested in you & your dreams/aspirations more than your money.
- We do what's right for you first, even if it means going the extra mile.
- 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.
- Always look to Simplify by eliminating complexity where possible for you in achieving your ideal life & in how we help you achieve it.
- Openness — Always be open to new ideas, evolve, adapt, challenge what we do & improve. Then implement if need be.
Contact us on 0421 447 668 or [email protected]
Want to have a conversation with our team?
Your initial consultation is free with no obligation.