Highly Educated & Knowledgeable Advisers
GFM is a Financial Planning Association (FPA) Professional Practice. This is the highest level of accreditation available to a Financial Planning business. To obtain and maintain this accreditation, our firm must continuously demonstrate the highest professional and ethical standards, and we do so by committing to the FPA Code of Professional Practice and the CFP® Certification.
All our financial planners at GFM are degree qualified, with additional qualifications in financial planning and specialisations in Self-Managed Super Funds. In addition to being well educated, our advisory team is exceptionally experienced with an average adviser duration of over 12 years.
It is ludicrous to think that until recently, the minimum level of education required to be a Financial Planner was a four-subject Diploma. Financial planning is complex. Advisers need to be competent in the continually evolving fields of tax, superannuation, global markets, investments as well as cash flow analysis and therefore all our financial advisers hold qualifications that are well above the industry standard.
Our advisers are well supported by a strong multi-disciplinary team that includes our Paraplanning, Administration and Client Services teams. Our financial planners also have unfettered access to the knowledge and experience of our Accounting and Tax Advice team at GFM Gruchy Accounting.
What Our Clients Say
“I have been involved in the superannuation industry for nearly forty years and up until a few years ago managed my super fund investments personally. I didn’t really have a plan or a direction, I was basically out of control, then I asked GFM to help me! I am so glad I did. My wife and I now both feel in control, we have a focus, a strategy and are comfortable that our retirement plans have been set up properly. The staff at GFM are fantastic to deal with and we don’t need to struggle with any paperwork, they take care of all of it for us (especially when we go away on holidays!).”
Paul & Andrea Murray
“We have been with GFM for 17 years
Prior to retirement , I asked a good friend ( partner of a Stockbroking firm) for a recommendation for financial advice . He gave me three names.
I then asked “Who do you use ?” …… GFM
From the moment we met Paul , we were comfortable & confident that he and the team could look after us.
With Paul’s advice and overseen by the wonderful GFM team we receive a regular income whilst maintaining the overall asset of our Super Fund.
At anytime you can talk to the friendly and expert GFM team.
We have such faith and trust in GFM that we have recommended over a dozen friends and family who are currently very satisfied clients.”
Robin & Jan Hick
“We have been clients of GFM for 42 years, and as our needs developed, these were matched by the technical expertise and personal competence, service and professionalism of the GFM team. We recognise that our financial planning needs are being professionally managed, and in the most appropriate manner for our circumstances.
The regularity of portfolio reviews, information on potential investment opportunities and technical newsletters all greatly assist us in our decision making and the managing of our financial affairs.
We remain comfortable in GFM advising on plan strategies, managing our investment funds and partnering the whole superannuation function in order to meet our objectives.”
Harry & Yvonne Clack
“Two standout qualities of GFM are that they work well as a team and we have learned that we can trust them completely.”
Ann Sanson & Bill Foddy
“What makes GFM stand out from the rest is their attention to detail, their advice and always being on top of their game. Which, for us, is all the ingredients for success.”
Tony & Jenny Watson