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GPL Financial Group

Address: 732 Forest Rd, Peakhurst, NSW, 2210
Phone number: (02) 9579....
Fax number: (02) 9570....
Email: Click to view
URL: http://www.gplfg.com.au
Year Established: 2002
Trading/Opening hours:
Mon: 9:00am - 6:00pm Tue: 9:00am - 6:00pm Wed: 9:00am - 6:00pm
Thu: 9:00am - 6:00pm Fri: 9:00am - 6:00pm Sat: ---
Sun: --- Public Hols: ---  

About

GPL Financial Group is an advisory firm providing professional advice on a holistic range of services to families, SME and Trustees. Our mission is to provide high quality advice to our clients, to generate and maintain wealth over time in order to meet their desired lifestyle and financial outcomes.

This involves the development and implementation of strategic financial strategies, ongoing management and accountability.

We identify the outcomes most important to you through our Six-Step Financial Planning Process and quote a fixed fee for service in accordance with these outcomes and complexities.

Our goal is to provide our clients with clarity and a value for money service. (more)

Specialties

We ask a lot of question and really listen to our clients responses so we can develop tailored strategies to meet the outcomes most important to our clients.
We understand the financial complexities that business owners face (along with employees) and embrace a consultative approach to the advice we deliver. We work collaboratively with other professionals (taking the lead adviser role) to develop the best outcome for our clients.

Product tags

Australian Shares | Estate Planning | Property | Self Managed Super Funds | Wealth Management

Service tags

Executive Financial Planning | Financial Planning | Investments | Life Insurance

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