We are your Private Wealth Specialists.

Welcome to GDA Financial Services

GDA Financial Services is part of the GDA Group. The GDA Group is Australian, independently owned and non-aligned and provides financial services to clients in every state in Australia and a number of overseas countries. GDA has provided financial services to our clients for over 20 years and our qualified advisers have over 100 years combined experience.

We are your Private Wealth Specialists.

At GDA Financial Services our qualified financial advisers will assist you to Create, Protect and Manage wealth.

We assist you to Create Wealth both inside and outside of superannuation. We can incorporate direct equities, residential and commercial property either individually owned or as part of a syndicate, managed investments, fixed interest and term deposits. Our philosophy is to minimise your investment costs wherever possible and maximise your returns.

We will assist you to Protect Your Wealth with risk protection strategies, investment diversification, personal insurance, business protection and estate planning.

We will assist you to Manage Your Wealth both pre and post retirement. To do this we are able to utilise Managed Discretionary Accounts, Portfolio Administration Services, Superannuation Pensions and Advanced Financial Modelling.

With our Estate Planning service we will assist you to put in place structures and documents designed to protect and manage your wealth in the event that you are unable to manage your own financial affairs.  These structures and documents will also ensure that your estate is handled according to your wishes be they simple or complex.

 

 

Ready to talk to us about your future?
For a confidential, obligation free consultation push the button!

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