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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
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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
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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
Michael Fox
Financial Adviser
Gemma Hulbert
Financial Adviser
Debra Patterson
Client Service Manager
Elisa Benforte
Administration

If you would like to arrange an initial meeting with any of our advisers please contact our office on (02) 9899 3044

ADVISERS

CONTACT US

Office: Suite 401, 29 - 31 Solent Circuit Norwest NSW 2153

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Google Maps Link

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Postal: PO BOX 6862 Norwest NSW 2153

Email: admin@gccfinancial.com.au

Tel:  (02) 9899 3044

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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

contact

Resources & Information

Our Process
Our Process
  • Contact our office to arrange a meeting with one of our advisers

  • Fill in as much information in the above Planning Questionnaire and Budget Planner and send to the adviser before the meeting.

  • This allows the meeting to be about important matters such as goals and strategies rather than data collection

  • 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.

Resources

Financial Advice

Insurance

Financial Planning

Baulkham Hills

Norwest

Superannuation

Self managed Superannuation

© 2020 by GCC Financial Planning Pty Ltd, Norwest, Sydney NSW 2153

back to http://www.goodwinchivas.com.au/

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General Information Only Disclaimer

Unless otherwise specifically stated, any information provided is purely factual in nature and does not take account of your personal objectives, situation or needs. The information is objectively ascertainable and, therefore, does not constitute financial product advice.  You should consider seeking advice on any product from an appropriately licensed adviser in relation to your personal circumstances before undertaking any action.

 

As there has been no advice provided in relation to any of the information available on this page, GCC Licensee Pty Ltd and all associated parties are not liable for any decision made based on information provided on this page.

Financial Advice

Insurance

Financial Planning

Baulkham Hills

Norwest

Superannuation

Self managed Superannuation

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