Plan today, enjoy tomorrow.
Financial advice to help you retire with confidence
A financial plan with purpose.
Financial peace of mind.
Establishing a solid plan will ease your financial worries, allowing you to unwind while we diligently ensure your money's optimal performance.
Financial independence.
What is the required amount for you to retire and relish the lifestyle you desire? We will provide you with an answer and formulate a financial strategy to attain that goal.
Financial security.
Every plan requires backup options, as the future is unpredictable. Our planning process factors in potential "what if" scenarios.
Advice tailored to you.
We take the hassle out of financial management by coordinating processes and collaborating with you on what you wish to achieve. We specialise in retirement lifestyle planning and understand that every client is unique, and we are passionate about finding custom solutions to make sure your goals are achieved.
As Private Client Advisers we assist our clients with building and managing their personal wealth.
We love being able to show you what is possible when you plan ahead. We provide a planning solution that goes beyond the numbers to support your goals and aspirations.
“Just because you stop working, does not mean you need to downgrade your lifestyle”
Our ongoing commitment to you.
At GV Private Wealth, our primary objective is to cultivate mutually beneficial relationships with our clients. We firmly believe that the true value of strategic financial planning often becomes evident over the long term.
As we manage your ongoing financial strategies, we recognize that significant life changes, such as marriage, children, retirement, or redundancy, can have substantial impacts.
Our flexible ongoing review service operates on a month-to-month basis, with no binding contracts. The fee for this service will be determined collaboratively between you and your adviser, taking into account your future needs and the complexity of your financial strategy.
Our ongoing review service encompasses regular annual assessments, frequent phone calls, and email correspondence to ensure your strategy remains on course. Additionally, should your circumstances change and require further advice, it is covered within your monthly fee.
Regular catch ups consisting of:
• Review of your changing needs and objectives
• Discuss any changes or proposed changes to your health, family or employment situations
• Review your cash flow and update any changes
• Discuss the current economic environment
• Consider the impacts of tax to your financial strategy
• Discuss how any changes in legislation may impact your financial strategy
• Review your investment strategy and/or investment modelling
• Review your superannuation structures and strategy
• Discuss changes to your estate planning structures/requirements
• Discuss any changes to your Centrelink requirements (if applicable)
