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.

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
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

We develop a  robust personal risk plan to help ensure you and your loved ones are cared for.

WEALTH CREATION
Working with younger clients to them achieve their wealth goals
 
INVESTMENTS
We advise on direct share investments, managed funds, cash, term deposits, hybrid securities and others investments.

BUSINESS INSURANCE

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
Gemma Hulbert
Associate Adviser
Debra Patterson
Client Service Manager
Kirsten Samuel
Administration

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

Google Maps Link

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

Our Public Complaints Policy can be found HERE

For any general inquiries, please contact the office on (02) 9899-3044

 

Resources & Information

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?

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.