A Complete End to End Offering
Getting the right advice and expert guidance is so important when you are establishing your SMSF. GFM Wealth Advisory provides you with a total solution to your SMSF needs from establishment through to ongoing management of administration and compliance requirements, investment advice and portfolio management, convenient access to our online portfolio service and timely, personalised service.
Our strongest asset is our many years of practical day to day experience in dealing with the legislative, operational requirements and investment management of SMSFs, backed up by friendly, personalised and prompt service from our specialist SMSF team, most of which have been with our organisation for more than 10 years.
Successfully running your SMSF requires significant time, commitment and expertise. Getting the right assistance, advice and expert guidance is therefore critical when you are a Trustee of an SMSF.
The advice provided to an SMSF Trustee needs to take into account the intricate rules and complexities of the Australian superannuation and tax systems, but it should equally maximise the opportunities that an SMSF offers, to optimise your long-term retirement and wealth objectives. Our financial planners are all SMSF Specialist Advisors who are well experienced in these areas and can provide the right advice to you.
Further, our SMSF Administration team aims to minimise the administrative burden that many SMSF Trustees can find overwhelming.
We offer a fully integrated approach to running your SMSF, which combines access to specialist strategic and investment advice, administration an accounting services.
What Our Clients Say
“18 years ago we began our search for a financial planner to help us establish a SMSF. We wanted an adviser who was not aligned with any specific group, who was staffed by highly educated specialists, who showed the knowledge and expertise we wanted, who exhibited a high degree of professionalism and values which aligned with our needs and aspirations.
We chose GFM Wealth and in doing so we chose a business who have exceeded our hopes. The staff are friendly, knowledgeable, respectful of our needs and have created an appropriate SMSF portfolio and processes in which we implicitly trust.
We will forever be grateful to GFM Wealth for their proven ability and their open access which has enabled us to enjoy our retirement.”
Richie & Jenny Wright
“GFM Wealth Advisory has advised us in investing, structuring our business and personal affairs, and setting up our SMSF. GFM’s practical, astute and clear advice has put us in a solid financial position for our stage of life.”
Rose Bryant-Smith & Jeff Daniels
“Simplicity – The fact is that, because of the GFM SMSF service, we don’t have to do much to achieve the continuing excellent results that we enjoy.”
Terry & Judy Buscombe