OUR CLIENTS
Financial Planning is for everyone.
We know we help our clients with their financial plans, whether they need assistance with budgeting, insurance, investments or superannuation and retirement.
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Having a trusted adviser is about knowing you have someone to talk to that has your best interests at heart.
The right financial advice can make all the difference
AREAS OF ADVICE
RETIREMENT PLANNING
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We help our clients plan for, build towards and then retire well
SELF MANAGED SUPERANNUATION
Establishment, utilising "Bare Trust Strategies", investments, asset allocation and wind up.
We advise on all stages of your SMSF
PERSONAL INSURANCE
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We develop a robust personal risk plan to help ensure you and your loved ones are cared for.
WEALTH CREATION
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Working with younger clients to them achieve their wealth goals
INVESTMENTS
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We advise on direct share investments, managed funds, cash, term deposits, hybrid securities and others investments.
BUSINESS INSURANCE
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Ensuring your business is protected should something happen to you or your key people.
OUR TEAM
Patrick O'Leary
Principal & Wealth Specialist
Debbie Adams
Risk Specialist
Debra Patterson
Client Service Manager
Gemma Hulbert
Associate Adviser
If you would like to arrange an initial meeting with any of our advisers please contact our office on (02) 9899 3044
CONTACT US
Office: Suite 401, 29 - 31 Solent Circuit Norwest NSW 2153
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Postal: PO BOX 6862 Norwest NSW 2153
Email: admin@gccfinancial.com.au
Tel: (02) 9899 3044
Our Financial Services Guide Including Privacy Guide can be downloaded HERE
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Our Public Complaints Policy can be found HERE
For any general inquiries, please contact the office on (02) 9899-3044
Resources & Information
Our Process
Our Process
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Contact our office to arrange a meeting with one of our advisers
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Fill in as much information in the above Planning Questionnaire and Budget Planner and send to the adviser before the meeting.
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This allows the meeting to be about important matters such as goals and strategies rather than data collection
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From our meeting we will agree to proceed or not with any advice
How much will my advice cost?
How much will my advice cost?
There is no cost for an initial meeting.
If we agree to proceed with advice all costs will be confirmed by email prior to the advice being started.
Typically an initial Statement of Advice will cost between $2,200 and $6,600 depending upon the complexity of the advice required.
The initial Statement of Advice will detail any ongoing advice fees.