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Financial Advice

We understand that getting the right financial advice at the right time can make a big difference in helping you reach your financial and lifestyle goals.

Whether it’s having enough money for retirement, planning for the cost of your kids education or simply making the day to day choices that are important to you, specialist financial advice can get you there.

Financial planning requires constant review and tweaking to maintain tax and investment efficiencies and to ensure that your financial needs are met now, and into the future.

Quality Financial Advice from GK Financial Services Group will:

  • Establish a clear picture of your current financial situation and goals
  • Help you navigate the complexities of superannuation, investing, tax and Centrelink rules
  • Establish achievable ways to fund your retirement lifestyle goals
  • Identify investment and wealth accumulation opportunities tailored to your specific situation
  • Create a financial road map of specific, obligation free recommendations to help you achieve your financial lifestyle goals

We provide clear, current advice on:

  • Wealth accumulation and investing
  • Gearing strategies
  • Cash flow and debt management advice
  • Superannuation
  • Planning for retirement
  • Managing your business succession
  • Estate planning
  • Understanding Government benefits
  • Inter-generational wealth transfer
  • Wealth protection for you and your family
  • Redundancy

Our products include:

  • Superannuation investments
  • Retirement income streams
  • Government debentures and bonds
  • Portfolio administration services
  • Deposit taking facilities
  • Exchange traded funds
  • Hybrid Securities
  • Commodity funds
  • Margin lending
  • A comprehensive selection of risk insurance products
  • Portfolio administration services
  • Retirement saving accounts
  • Managed Investments
  • Direct equities
  • Structured products
  • Wrap Platforms
  • Alternative investments

We can help you to determine and establish a financial roadmap that reflects your lifestyle goals. Contact us for a free initial consultation with one of our expert advisers.