Comprehensive Financial Planning
Whatever your stage of life, and whatever you goals, whether it be growing your wealth, funding your children’s education, helping with tax planning, having enough money to live comfortably after retiring, insurance or estate planning, GM Wealth takes a holistic approach to Financial advice. This means that even if you are unaware of your goals, and the advantages you may gain from advice, we will take the time to get to know you and consider every aspect of your finances.
Comprehensive advice can cover a very wide range of financial needs. For instance, it’s not out of the ordinary for us to be advising on basic banking needs right through to planning estates and everything in-between!
Comprehensive advice relates to your financial position as a whole, so the end result is a financial plan delivering on your objectives via a highly-tailored and interrelated set of recommendations. In other words, your financial planner is able to use their full skill set and implement a compatible set of strategies. Everyone’s personal and financial goals differ, so every financial plan is tailored to different levels of complexity.
Once we have your financial plan in place we will continue to manage and review annually to ensure changes and improvements in your situation are considered and that your goals remain reachable.
You will be provided with recommendations and strategies to manage all aspects of your financial needs including:
- Wealth Creation – Superannuation and Investment Planning.
- Risk Management Strategies – Personal and Business Insurance
- Retirement planning – Pre and post retirement and tax optimisation strategies
- Cash Flow and Budgeting
- Estate Planning
- Tax Planning
- Centrelink Planning
- Aged Care
- Mortgage Planning
