Achieve Your Life Goals with GMP Financial

A Melbourne-Based Financial Advisory firm Providing Sound Investment Advice and Helping You Leave a Legacy

Superior Financial Expertise You Can Trust

GMP Financial is a Melbourne-based financial advisory firm with more than 20 years’ experience giving financial advice. With our principal financial advisor being a Kinder Registered Life Planner (RLP), we provide strategic advice the right way.

Our focus is on pre-retirement, retirement, and investment planning. Together, we can build a clear roadmap from where you are now to where you want to be. If you’re preparing for retirement and need an investment plan, GMP Financial is on hand to assist.

At GMP Financial, our philosophy is that your financial objectives are a means to achieve your life goals. That’s why we place such strong emphasis on friendly, professional service, with open communication and a determination to understand what you want.

How GMP Financial Adds Value

Give your family the best

Make sufficient provisions for your family and futureproof your wealth to safeguard their well-being.

Services overview

GMP Financial helps you prepare for your future by creating a tailored plan geared towards helping you achieve your life goals. We enrich your life by advising you on the most sustainable investment decisions.

Pre-retirement Planning

Superannuation is an investment vehicle designed specifically to help you prepare for retirement. You contribute to this while you are working to make sure you can retire comfortably. With GMP Financial, we help identify the best options for your investments in super.

Retirement Planning

Do you want to better prepare for your future? By putting money into a super now, you can benefit from compounding returns. GMP Financial advises you on the most tax-effective way to manage your super contributions.

Investment Planning

GMP Financial helps you choose specific asset classes for your investment portfolio, such as property, shares, bonds, and fixed-term investments. We assess your risk appetite for making active vs. passive decisions, or a combination of both.

Retirement Planning​

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.

Estate Planning

We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.

Aged Care

It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.

GMP Financial – Your Partner for Your Future

The day-to-day challenges of living in a modern world put our time, money, and attention demands in constant competition with one another. This often results in our financial objectives falling by the wayside as we deal with pressing short-term responsibilities. The good news is that this is where GMP Financial can help.

We at GMP Financial understand what it’s like to be pulled in so many different directions. That’s why it helps to have someone in your corner who prioritises your interests and genuinely cares about how you prepare for your future. With our vast expertise and knowledge, you can trust us to put you first.

Our unwavering commitment is to you. Every piece of advice provided by GMP Financial is meticulously ‘reality checked’ to make sure it’s grounded and realistically attainable. Each sentence we draft is written around how you achieve your life goals, and correlates directly to your specific situation, resources, and unique circumstances.

Planning for Retirement?

Planning for retirement can be a handful. To give you a head start we’ve prepared a free booklet that highlights 9 vital aspects you can’t ignore if you’re aiming for a fulfilled retirement.

We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime.

Planning for Retirement?

Planning for retirement can be a handful. To give you a head start we’ve prepared a free booklet that highlights 9 vital aspects you can’t ignore if you’re aiming for a fulfilled retirement.

We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime.

Prepare for tomorrow, make the most of today.

Insights

Kind words from our clients

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Jane Brown

Head Accountant

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