Client Profile: Connie & Frank Corso

Connie kindly wrote the article on their working life, family, and relationship with GFM Wealth Advisory. We greatly appreciate her contribution to Trade Secrets.
Frank and I were introduced to GFM at the end of 2014 after discussions with Frank’s sister and brother–in–law, who are also GFM clients, regarding our financial future. We were looking for a better structure to consolidate and enhance our financial security towards retirement. They strongly suggested we talk to GFM about our funds and retirement plans. After our first meeting discussing our financial position, we were very impressed. We proceeded to have GFM prepare a financial plan for us to focus on building our wealth for retirement. This plan did not involve us immediately becoming clients, but how to better structure our financial affairs.
After following the financial plan, we officially joined GFM in March 2019 and have never looked back. We also recommend GFM to all our family and friends.
Frank is 63, and I am 56. Frank has worked as an Automotive Supply Chain Analyst at ACM Parts for the last 2 years. He previously worked at GM Holden (Fisherman’s Bend) for 33.5 years and was the EPC Parts Releasing & Cataloguing Manager. I have been the VASS/VET Coordinator at a Secondary College for the past 4 years and previously worked at a transport/logistics company as an Export, Import & Wharf Timeslotter/Officer for 6 years and as an Education Support Officer/One-on-one Carer in Special Development Schools for 7 years and not to forget before that a stay home mum.
We have been married for 36 years and have three sons, a daughter–in–law, and two gorgeous grandchildren we adore. Let’s not forget our furry child, Neo, whom we adopted.
We love the beach and our caravan. We also love to travel overseas, which we achieved back in 2018. We travelled to Italy, met, and reunited with our families in Siracusa, Sicily, which I had not seen since I was 9. That was the highlight of this trip for both of us. We also booked a 14-day “Best of Italy” Trafalgar tour in Italy. We meet so many wonderful people from all over the world. We had planned a 3-month trip to Europe, booked for Barcelona, Paris, Monaco, Greece, etc, but COVID ended that trip. In 2022, we returned to reunite with the family in Sicily using our voucher from the cancelled trip. A cruise to the South Pacific Islands was another one of our travel highlights.
We are planning a three–month half–lap trip with our caravan this year, travelling straight up the middle of Australia, around WA, and across the Nullarbor.
Hence, travel and exploration are foremost in our minds and hearts. We also want to ensure the freedom of choice that will secure us a good financial position for the future.
Family is the most important part of our lives, and we always arrange to catch up with everyone as often as possible. I love baking, stand–up paddle boarding, and hiking, which I don’t get to do often. I also love to be creative at home, flipping old furniture into new. Frank loves his football (Carlton), old cars and golf (he’s not too good at golf!). He is looking forward to working on his project car, an XD Ford Falcon.
We are both approaching retirement age and now understand and appreciate the importance of high–quality financial advice on our future security.
We found GFM to be professional and courteous. We were extremely impressed with how the team treated us and felt assured that GFM prioritised our financial health. We genuinely feel like a part of the GFM family.
The GFM seminars, movie nights, and client dinners convey the sense that the GFM staff enjoy and are happy in their work environment and that they offer impeccable client service. When unsure of something, it is explained in simple terms for us to understand.
Frank and I both feel we will not be in the financial position we are in today without the help of the great GFM team. We have no hesitation in recommending GFM to our family, friends, work colleagues, and anyone asking if we know any good financial planner. We advise them that you have nothing to lose by hearing what GFM can offer.