GMA ACCOUNTING & TAXATION

Wealth Creation

Wealth Creation

How is your future looking….is it the future you want to retire in….will you have peace of mind…

GMA has affiliations with wealth creation, property & mortgage broking specialists, who:

  1. Develop financial strategies that will integrate all aspects of your financial future.

  2. Discuss and understand your ambitions and goals to be able provide innovative solutions to help you achieve them.

  3. Will remain proactive and offer alternative strategies to ensure your needs are met.
Our process is designed to provide the most appropriate strategy. Continuous and on ongoing reviews, you can be assured your strategies will be distinctive, but flexible.

GMA work with you and your chosen advisers to achieve your financial goals. Working together we concentrate on providing advice and strategies, not products. We are committed to your success.

PLANNING FOR RETIREMENT*

Retired or retiring soon, we can assist with a comprehensive plan for funding your retirement. We can help you appreciate how your superannuation and other investments can influence your retirement plans, how to increase your superannuation as you may transition into retirement and assist you to feel confident that you’re heading in the right direction for the retirement.

WEALTH CREATION & MANAGEMENT*

The advisers can help create, design, implement and review strategies to manage your wealth so you can meet your financial and lifestyle objectives. We create a portfolio, using tax effective strategies, investment planning and borrowing capabilities to accelerate and enhance your wealth, our strategies are designed for your goals and objectives.

SUPERANNUATION*

Superannuation is the largest asset for many Australians apart from the home. Advisors in our network can assist with the appropriate structures for you and develop strategies for your super balance to continue to grow, looking at asset allocation and portfolio construction, to ensure you’re making the most of this tax-effective investment vehicle. We rely upon the relevant legislation to ensure you are making the right choices from all strategies available to you.

SELF-MANAGED SUPERANNUATION (SMSF)*

Some people want the control that comes with managing their own super, but taking control means being responsible for managing your retirement funds which will involve significant time and effort. SMSFs can be suitable for people with a lot of super and extensive knowledge of financial and legal matters.

We rely upon the relevant legislation to ensure you are making the right choices from all strategies available to you. Advisors in our network can assist with the appropriate structures for you and develop strategies for your super balance to continue to grow, with the minimum of fees.

LIFE INSURANCE AND ASSET PROTECTION*

Superannuation is the largest asset for many Australians apart from the home. Advisors in our network can assist Protecting you and your family is as important as growing your wealth and retirement nest egg. Advisors in our network offer you a personalised wealth protection strategy including; life insurance, which protects you in the event of illness or injury such as income protection, trauma and total and permanent disability cover. These strategies incorporate appropriate structures for your insurances. We also assist with protection strategies for your business and the assets used to generate your business income.with the appropriate structures for you and develop strategies for your super balance to continue to grow, looking at asset allocation and portfolio construction, to ensure you’re making the most of this tax-effective investment vehicle. We rely upon the relevant legislation to ensure you are making the right choices from all strategies available to you.

PROPERTY INVESTMENT**

Each person comes to us with a unique set of circumstances, so an investment strategy must be tailored to meet each individuals needs. We have a strong focus on crunching the numbers to get the best results for you. We work with your other professional advisors to maximise your objectives and goals.

Whether first time or experienced our clients value the learning and personal development that comes with being an investor. Our investors always comment at how comprehensive our service is; keeping everything under the one roof to save you running around and coaching you through the process for you to save you time and worry.

Our consultation process allows us to educate you, empowering you to fully understand your position and guide you in the creation of your portfolio. We also understand customers want properties that don’t impact their lifestyle.

We can provide assistance for the following: – Foreign Investors – First Home Grant

LENDING***

We will take the stress out of finding the right loans for you. Purchasing a home is very stressful, so allow us to destress the loan process for you. The right home loan can be very difficult. Let us assist you along the entire borrowing experience. We have over 30 banks and institutions on our approved lists of lenders. If you are purchasing a business asset, whether motor vehicle or plant and equipment, let us assist you in that process as well.

General Advice Warning

The information contained in this website is for general information purposes only. The information is provided by the above mentioned companies and while we endeavour to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk. Before investing in any product we recommend that you first obtain a copy of the relevant Product Disclosure Document before making any decision regarding the purchase of or investment in that product or service in order to ensure that it is suitable for your own personal financial needs and circumstances.