Financial Planners Melbourne:

“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”

How We Do Things:

The GM Wealth Group aims 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 for you. 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 you.

Ensuring What’s Best for Each Client:

Structuring your finances correctly is the cornerstone of our advice, and we will only recommend products where there is a genuine need.  This is consistent with our promise to put our clients’ needs first, and allows us to provide personalised, strategic advice that will deliver reliable outcomes and more importantly, peace of mind and confidence in our advice.

The nature of the business ensures that each adviser knows each of their clients intimately, and conversely, each client knows their adviser and uses them as the first port of call for any financial matter. This allows our advisers to understand deeply what you are striving to achieve, and to tailor our advice accordingly over time.

We predominantly charge on a fee-for-service basis, meaning that what you pay, is what we get paid. There are no hidden commissions paid, which means that you can rest assured that there are no hidden agendas.

Personalised advice for changing circumstances

At GM, we are able to tailor personalised financial solutions for whatever your circumstance.  Life is paved with many defining moments, and while some events can be anticipated, and others even expected, there is no doubt that behind every turn there lies an opportunity or risk. While planning can play its part, no one has the foresight to prepare for every life event, be it a joyous experience or misadventure.

With the right plan in place however, you can go forward with confidence, and at GM Wealth, we are here to help; with careful personal assessment, the right measure of information, some tailored advice, and a genuine interest in helping you achieve your financial goals.

just starting outwealth accumulationOwners & ProfessionalsPre Retirees/Retirees