Client Centric
Delivering Professional & Personalised Service
When you deal with larger institutions, you are just a number.
At GFM, our clients are our business, and we understand this. Our financial advice is tailored to your unique needs, risk profile and investment preferences, with our focus on ensuring you receive the very best advice based on your goals, objectives and best interests.
Every client is different, so our advisers develop a detailed and thorough understanding of your situation, your objectives, your risk profile and your investment preferences before providing you with tailored advice.
Our tailored advice encompasses the most appropriate strategies for you to optimise your outcomes, with strategies complemented by tailored investment advice to ensure your financial plan meets your immediate and long term goals and objectives.
We continually strive to provide the highest quality advice to our clients with all members of our advice team participating in regular and ongoing education to ensure we remain across all legislative and regulatory changes within the industry and keep abreast of new strategic and investment opportunities for our clients.
We pride ourselves on being timely communicators, and for our SMSF and private portfolio clients, we can provide a comprehensive quarterly report that summarises your portfolio position at the end of the quarter.
What Our Clients Say
“Andrea and I have been with Patrick Malcolm and GFM since mid 2013. We have found Patrick and the GFM team to be very client focussed and highly capable when it comes to management of our family super fund. We completely trust and respect the advice we are given and would recommend Patrick and GFM to friends and colleagues with ease.”
David Simpson
“We can’t be experts in everything. We trust the GFM team to look out for our long term financial stability making sure we can provide the best support possible for our children and their needs as they grow. Thoroughly professional, and tremendously successful, the GFM team are brilliant to work with.”
Daniel & Rebecca Harford
“Personalised service – you are treated as a person – not a number. Service quality is high, and advice is tailored to the individual.”
Clive Brooks
“From all GFM Wealth advisors to every single GFM employee, all have genuine regard for each GFM client. All are readily available; treat all clients with merit, attention and respect. All GFM Wealth advisors have specialist in-depth knowledge of all matters they advise on, and genuinely strive for each client portfolio and investment to succeed.”
Richard & Kay MacDonald