Our aim at GM Wealth Management Group is to empower you to make good financial decisions, so that you can have confidence in your financial future. We want you to rest assured that if there is a way to improve your financial situation, we will find it.
Our objective is always to educate, empower, and guide you to make informed and successful financial decisions over your financial journey. Simply, your success is our priority, and we want you to have confidence in your financial future. The pursuit of financial success is important to everyone and we realise this, however we also realise that everyone is unique, and we work with you, your family and your business to tailor a plan to meet your lifetime goals. Our commitment to understanding your situation and aspirations ensures that we build strong long term relationships which we see as absolutely paramount to our professional service. Over your financial journey, we will become a constant and central source of financial information and advice. Whilst we are highly skilled in many fields, we are also able to draw on a network of expert partners of the Group, and we are therefore able to offer a complete, tailored financial services solution to suit your personal needs.
Anthony has given our family financial advice for the past 3 consecutive years in all areas of finance, including and not limited to personal spending, strategic savings on Superannuation, insurance and investments. Anthony always gives unbiased financial advice and counseling during our annual reviews as well as anytime we needed support on family financial decisions.
Anthony has given me and my husband great advice in so many ways over the years. What ever questions we have, Anthony will always have an answer. He was usually able to explain things to us in a clear way. Through Anthony's knowledge and experience, we feel extremely confident that advice given was right for our needs. We always received Anthony's and his teams full care and attention when we needed it.
Anthony is extremely knowledgeable when it comes to superannuation and saving for retirement. I feel very confident in the advice given will allow my husband and I to retire early. His experience and his ability to explain issues in a clear and concise way was fantastic.
Anthony has been our trusted family adviser for over 10 years. During that time he has advised us through pre-retirement in a regular superannuation fund, all the way through to a sophisticated Self Managed Fund where I could invest in properties, along with shares and fixed interest. He has also helped me receive Centrelink benefits along the way that I could never have got on my own, and also organised our Wills and Estate plan.
From the day my wife and I met Anthony it's all about us and how he can help us grow our wealth at the level we are happy to undertake, his advise is clear, no grey area's, If he feels we need to move from an investment he has all the facts presented, together we make a decision best suited to us. Anthony provides much more services with the same positive drive. We are now the 2nd generation in my family that Anthony watches over.
- Adviser status Gold
- Number of reviews 6
- First year providing advice 2002
- Years of experience 21
- Certified Financial Planner (CFP)
Gm Wealth Management Group650 Nicholson Street
Fitzroy North, VIC 3068
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Australian Financial Group Pty Ltd