GFM Wealth Advisory

On behalf of all the team at GFM, we'd like to congratulate Paul Nicol on being recognised, in the Financial Standard’s 50 most influential advisers in Australia. The FS Power50 comprises the 50 financial advisers who are deemed to be promoting the value of the financial advice profession, while providing outstanding service to their clients and the wider community. We are incredibly proud of Paul and thrilled that he featured on the list, once again. #GFMWealthAdvisory #financialplanning #wealthmanagement #financialadvice #financialadviser #financialplanner #Investing #FSPower50

For 11 years, Ralph and Karen have been part of the GFM family. We're honoured to have their trust & that of all our clients. #GFMWealthAdvisory #financialplanning #wealthmanagement #financialadvice #financialadviser #financialplanner

With enormous pride, a stalwart in our business, Mai Davies, reached 40 years at GFM this year, starting at GFM in 1984. It truly is a remarkable milestone. Mai is the friendly voice that has called our clients over the years to follow up on items, check in on clients, and make appointments. Mai is also the familiar face that has greeted all our clients at the many events we run every year. Mai organises all the GFM events with incredible precision to ensure all our events run smoothly and our clients feel welcomed and well catered for.   Mai is a popular staff member for her caring nature, bubbly personality and positive attitude. Our clients love Mai for her patience, willingness to listen and empathise, and beautiful demeanour and nature. We are incredibly blessed that Mai has been extraordinarily loyal to our business and a significant driver of our incredible culture at GFM. The good news is that Mai is still going strong in the business and is not planning any changes in the near future. We are secretly hoping Mai will make it to 50 years at GFM! To celebrate Mai’s 40 years at GFM, we attended a dinner at the Stokehouse with the entire GFM team and Mai’s family. Here are some pictures of our celebration on the night: #GFMWealthAdvisory #financialplanning #wealthmanagement #financialadvice #financialadviser #financialplanner #investing

On Monday 7th October, we held our Quarterly Business Lunch at Leonda By The Yarra, where we had a panel of Australia’s finest Fund Managers join Paul Nicol and Patrick Malcolm in our panel discussion where they provided an update on the current domestic and global economy and discussed what’s happening in investment markets in a Q & A Forum. A huge thank you to Nick Griffin – Founding Partner & Chief Investment Officer at Munro Investment Partners, David Grace - Portfolio Manager at Australian Foundation Investment Company, and Tim Hall – Portfolio Manager at Fairview Equity Partners, for presenting to our clients. This seminar was well attended by clients and guests and the feedback was excellent. Everyone appreciated the opportunity to attend such an interesting and insightful presentation.  Thanks again to Nick, David and Tim! Click here to watch the recording https://lnkd.in/gZFtMKNi #GFMWealthAdvisory #financialplanning #wealthmanagement #financialadvice #financialadviser #financialplanner #investing

Yesterday, we held our Quarterly Business Lunch at Leonda By The Yarra, where we had a panel of Australia’s finest Fund Managers join Paul Nicol and Patrick Malcolm in our panel discussion, where they provided an update on the current domestic and global economy and discussed what’s happening in investment markets in a Q & A Forum. A huge thank you to Nick Griffin – Founding Partner & Chief Investment Officer at Munro Investment Partners, David Grace - Portfolio Manager at Australian Foundation Investment Company, and Tim Hall – Portfolio Manager at Fairview Equity Partners, for presenting to our clients. This seminar was well attended by clients and guests, and the feedback was excellent. Everyone appreciated the opportunity to attend such an interesting and insightful presentation.  Thanks again to Nick, David and Tim! #GFMWealthAdvisory #financialplanning #wealthmanagement #financialadvice #financialadviser #financialplanner #investing

Child or grandchild superannuation contributions strategies are becoming more popular for a variety of reasons, including; ·  Building your child or grandchild's super earlier to help compound the super balance more quickly ·  Accessing government payments to grow your child or grandchild's super ·  For a child or grandchild's tax benefit ·  A form of early inheritance Explore why Child and grandchild superannuation contribution strategies are becoming more popular and some compelling reasons parents or grandparents with excess savings willing to gift money to a child should consider them. Click here to read the article https://lnkd.in/gmQBRqhB #GFMWealthAdvisory #financialplanning #wealthmanagement #financialadvice #financialadviser #financialplanner #investing

The September edition of Trade Secrets has just gone out to our clients. This newsletter is produced four times a year, and the readers enjoy a variety of interesting and informative articles. In this edition of Trade Secrets, we cover the following topics: ·  How A Self-Managed Superannuation Fund Can Outperform an APRA Super Fund ·  Client Profile: Paul & Leonilda Dalle Nogare - Clients of GFM Since 2007 ·  Staff Profile – Introducing Orrin Shaw ·  Case Study – Gifting and Centrelink: What It Is and Why It Matters ·  Commonwealth Health Care Cards ·  Making Super Contributions for Your Children or Grandchildren ·  Estate Planning Seminar – Creating Certainty ·  GFM Webinar We hope you enjoy reading Trade Secrets, and we welcome feedback. Click here to read Trade Secrets https://lnkd.in/gHJsT3i #GFMWealthAdvisory #financialplanning #wealthmanagement #financialadvice #financialadviser #financialplanner

Last Friday, the GFM Team had another inspiring morning at SANO, where we are participating in a well-being, performance, and connection program. Steve Forcone, our performance coach, checked in with us on the individual goals we set back in August, helping us stay on track. We were also fortunate to hear from Craig Hassed, a global leader in Mindfulness, who shared powerful insights on its proven benefits. We’re all excited to continue practicing mindfulness in both our personal and professional lives! A big thank you to Steve and Craig for their guidance and inspiration. #GFMWealthAdvisory #financialplanning #wealthmanagement #financialadvice #financialadviser #financialplanner

Tony & Denise have been with GFM for 25 years. We are proud of the trust we have earned from them & all of our clients. #GFMWealthAdvisory #financialplanning #wealthmanagement #financialadvice #financialadviser #financialplanner

At GFM, we have an unwavering commitment to our clients’ goals and financial objectives. Our longevity is based on trust, a client-centric philosophy and transparency. It is an honour to be recognised with a 5-star Google rating from our clients for our professional and personalised service. #GFMWealthAdvisory #financialplanning #wealthmanagement #financialadvice #financialadviser #financialplanner