At GDA, our strength lies in delivering strategic, personalised financial planning advice built on decades of knowledge and experience. As a holder of our own Australian Financial Services (AFS) licence, we maintain flexibility in the strategies and advice we offer, allowing us to tailor financial solutions to your unique goals.
While financial planning can be complex, it doesn’t have to feel overwhelming. By working with GDA’s team of qualified financial planners, you can create a customised plan aligned with your specific needs and objectives.
GDA provides financial planning and investment strategy services Australia-wide, including:
- Strategic financial planning and investment recommendations tailored to you and your family
- A personalised, relationship-based approach focused on evolving your financial plan as your life changes
- A commitment to acting in your best interests at all times – whether you’re an individual, a family group, a business owner, or a not-for-profit organisation
Long Term Relationships
Achieving your financial and lifestyle goals is not a one-time event. It requires regular review and adaptability.
At GDA, we value the long-term relationships we build with our clients. We are committed to:
- Regularly reviewing your financial strategy and asset allocation
- Making proactive adjustments based on your changing circumstances
- Responding to shifts in superannuation laws, taxation rules, investment markets, and social security regulations
Our ongoing commitment ensures that your financial plan remains relevant, effective, and aligned with your goals – no matter what changes life brings.
Wealth Creation
Managed Discretionary Accounts (MDAs)
Retirement Planning
Life and Personal Risk Insurance
Aged Care
Estate Planning
