GPS Wealth

About

Most of us don't have enough time to spend on the things that are really important to us, yet most people either ignore their personal wealth management or try to work out how to do it themselves. Professional wealth management will ensure you make smart decisions about money and give you more time to spend on the people and things you love.

With an honours degree in economics and applied languages, Geof first qualified as an 'Australian Certified Investment Planner' with distinction in 1986 and over the last 30 years has developed a thorough knowledge of the investment, superannuation and insurance industries as Manager - Investment & Insurance Services with HSBC Bank Australia, and more recently, as National Account Executive with Morningstar Research.

Adhering to the highest business ethics by delivering the highest possible quality financial advice for a professional fee, Geof holds an Advanced Diploma in Financial Planning and specialises in investment, superannuation and retirement planning, managed funds, fractional property investment, direct equities, exchange traded funds, margin lending, insurance and risk management, self-managed superannuation funds, and international pension transfers.

As one of Australia's leading independently-owned specialist financial services licensees, GPS Wealth is dedicated to making a difference in the lives of our clients through the simple steps to business and financial success; goals, planning and strategy. With the mantra, "Exciting life, boring money, not the other way round', the heart of the GPS Wealth proposition is a simple and structured program for accumulating wealth called 'Pathway to Wealth'.