Who We Are

Our Mission

GFM Wealth Advisory aims to deliver professional, sensible financial advice to assist retirees and pre-retirees in meeting their financial goals and objectives with the highest possible standard of service.

What Makes Us Different

GFM Wealth Advisory has been providing high-quality advice since 1973. The firm is privately owned by staff and Directors and has held its own Australian Financial Services License since 2003. We are not connected to any larger financial institution.

We are driven by client outcomes. Our financial advice is tailored to each client’s unique needs. Our focus is on ensuring our clients receive the very best advice, based only in their best interests.

GFM Wealth Advisory is a Financial Advice Association Australia (FAAA) accredited Professional Practice and members of the Self-Managed Superannuation Fund (SMSF) Association.

All our financial planners at GFM are degree qualified, with additional qualifications in financial planning and many with specialisations in Self-Managed Super Funds. Our advisers are well supported by a strong multi-disciplinary team that includes our Paraplanning, Administration and Client Services teams.

To ensure we are providing the most prudent advice to our clients, we are continually monitoring markets and the economic landscape.