To Get Started

Complete the form below to book a meeting with one of our advisers.

Full Name

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Why are you seeking advice?

Which option best describes the stage you are currently at?

What level of superannuation and investable assets (outside your family home) do you have?

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Client Case Study

Why Choose GFM?

Australian Financial Services Licensee (AFSL) Since 2003

This means that, unlike many Financial Services firms which obtain a representative-licence from a third-party licensee, our licence is issued to us directly by the Australian Securities and Investment Committee (ASIC).

We are, therefore, not tied to a third-party, its influences or its products and can build the advice and strategies that are right for you.

100% Privately Owned by Our Senior Staff and Directors

We have no institutional or third-party owner in our business, and we plan to keep it that way.

GFM Wealth Advisory has long perceived that seeking advice from groups with institutional ownership, especially when those institutions also manufacture financial products, poses a substantial risk and significant threat of conflicted advice.

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.

Driven by Client Outcomes

Our clients are our business, and we understand this. Our financial advice is tailored to your unique needs, risk profile and investment preferences. Our focus is on ensuring you receive the very best advice based on your goals, objectives and best interests.

Our Clients

"Unwavering Professionalism"

Our criteria when seeking financial advice in 2006 was the need to work with advisors who due to our other business commitments could manage our portfolio proactively.

Our decision to go with GFM has been vindicated.

The unwavering professionalism of their team members has resulted in a company culture that is a credit to all.

- Ken Fife & Lee Shaw

"Truly Responsive To Our Needs"

GFM is a company that is truly responsive to our needs.

A friendly team and nothing is too much trouble.

I like the fact that we receive regular suggestions on changes to our portfolio, unlike big institutions, where once your money is lodged, you hear little more.

- Rob & Kaye Adams

"Brilliant To Work With"

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

The Next Step