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    GFA Wealth

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    Contact Us

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    Contact Us

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    Contact Us

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    Contact Us

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GFA Wealth provides clients with advice in the following areas:

Financial Services: Services such as: Financial Products such as:
Wealth Creation
  • Investment Strategies
  • Margin Lending
  • Gearing Strategies
  • Savings Plans
  • Cash Management Accounts
  • Term Deposits
  • Managed Funds
  • Master Trusts, Wrap and Platforms accounts
  • Insurance / Investment Bonds 
Wealth Protection
  • Personal Insurance Planning
  • Business Insurance Planning
  • Life Insurance
  • Total & Permanent Disability (TPD) Insurance
  • Trauma Insurance
  • Child Cover
  • Income Protection Insurance
  • Buy/Sell Agreement Funding
  • Key Person Insurance
  • Business Overheads Insurance

Retirement Planning

 

  • Personal Superannuation
  • Roll-Over & Consolidation Advice
  • Transition to Retirement Strategy
  • Personal Superannuation Plans
  • Master Trusts, Wrap & Platform accounts
  • Account Based Pensions
  • Transition to Retirement Pensions
  • Annuities
  • Funeral Bonds
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
 
Children & Money
  • Savings for Children’s’ education
  • Child Advancement Plans
  • Child Educations Savings Plans
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.
 
Ongoing Advice
  • Ongoing Advice and formal reviews in relation to your financial situation
 

  
Make it a priority today to arrange an appointment to see Greg and his team of professionals, to help you start building a better future with quality financial planning and advice.

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