GFA Wealth provides clients with advice in the following areas:
| Financial Services: |
Services such as: |
Financial Products such as: |
| Wealth Creation |
- Investment Strategies
- Savings Plans
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- Cash Management Accounts
- Term Deposits
- Managed Funds
- Master Trusts, Wrap and Platforms accounts
- Insurance / Investment Bonds
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| Wealth Protection |
- Personal Insurance Planning
- Business Insurance Planning
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- Life Insurance
- Total & Permanent Disability (TPD) Insurance
- Trauma Insurance
- Child Cover
- Income Protection Insurance
- Buy/Sell Agreement Funding
- Key Person Insurance
- Business Overheads Insurance
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Retirement Planning
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- Personal Superannuation
- Roll-Over & Consolidation Advice
- Transition to Retirement Strategy
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- Personal Superannuation Plans
- Master Trusts, Wrap & Platform accounts
- Account Based Pensions
- Transition to Retirement Pensions
- Annuities
- Funeral Bonds
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| Age Care Planning |
- Help you identify and understand your options
- Explain the short and long-term consequences of the choices you make
- Assist you with basic taxation information
- Explain how your pension entitlements and payments may be affected by the decisions you make
- Assistance with CentreLink application process
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| Children & Money |
- Savings for Children’s’ education
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- Child Advancement Plans
- Child Educations Savings Plans
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| Centrelink |
- We determine your eligibility for government benefits such as Age Pension, Disability Support Pension (DSP) and provide strategies to maximise these benefits and assist with the paperwork.
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| Ongoing Advice |
- Ongoing Advice and formal reviews in relation to your financial situation
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Make it a priority today to arrange an appointment to see Ryan and his team of professionals, to help you start building a better future with quality financial planning and advice.
