GFM Wealth Advisory

Elaine and I joined GFM in 2007 after experiencing some very negative results from our previous investment company, we were introduced to Paul Nichol by Tony Gilham, Paul reassured us our investment would grow with GFM to a point of providing the necessary funds for retirement without changing our lifestyle, we have achieved all that and more, even in times of recession, the GFM team are always on top of our investment targets and strategies, and we look forward to our friendly meetings, we are confident with the outlook for our continued future in retirement, the team at GFM are the most friendly and helpful people you could ever meet, there expertise is second to none, moving to GFM was the best decision were have ever made

I have been using GFM Wealth Advisory for several years now and find that their advice and back office administration is exceptional. Having been in the SMSF industry myself for 40 years I haven't found anyone better to look after my own investments.

The staff at GFM Wealth Advisory are what make this company so wonderful. Knowledgeable, helpful and friendly - they are the best!

Since Chris and I first stared with GFM nearly 13 years ago we have been really happy with our treatment from all the staff, particularly Patrick, Mai, Witty and any we have dealt with. Since Chris passed away 4 years ago I have nothing but thanks for my interactions with everyone, would be lost without you all. Again many thanks and hope to be with you for a long time to come. Kind regards Terry Donald

Rhonda amd myself have been clients of GFM for about 15 years and have found the management and staff to be completely professional, attentive, approachable and their advise and guidance has assisted us in leading a quality life in retirement.
We would strongly recommend GFM to anyone looking for financial advice.

We have been with GFM Wealth Advisory Service for 17 years and we couldn’t be happier with every aspect of our experience. GFM provides more than 1st class financial advice and administration they also have a unique understanding of the needs of retirees and people preparing for retirement. Every staff member is professional and caring and their knowledge of government and commercial financial systems have made our lives easier in so many ways. Peace of mind is a well used phrase but that’s exactly what they give us. We have recommended them to all our family and friends.

Introduced by a good friend and long time Client of GFM. Managed my SMSF for 10-11 years and resolving a financial issue with monies from the UK, later organizing an amicable split when going through a divorce. Subsequently planning and managing a new portfolio together with the SMSF and both supported by my financial advisor Sam and members of GFM. Always pleasant to work with and never a problem to get me out of a spot and an organization I would and have recommended.

I have been a client of Paul Nicol at GFM since 2006. I was referred by a friend at a time in my life when I needed competent financial advice for the future. Since that time, I have been more than satisfied with the advice provided that set me on a path to a comfortable lifestyle in retirement. Paul has always been interested in me and my family over the years, and his knowledge and expertise has always been a tremendous comfort. Thank you Paul, to you and your wonderful team at GFM.

We have been with GFM for almost 20 years and greatly value their advice, especially when made redundant and having no clue as to how to plan for a very uncertain future.

I’ve been a client of GFM for more than 28 years across a variety of investments and most importantly, A-grade advice and support. I highly recommend this wonderful team. Their record with my investments has been impecible (through some difficult times) and their customer focus is second to none.

We commenced with GFM over 47 years ago with original owner Tony Gilham when we were much younger than we are today. We had 4 boys and with the usual expenditure associated with a growing family had very little opportunity to plan for our retirement, so when our last son left to find his way in the world we thought – “what about us? ” We really had no idea of where to start so contacted Tony and he guided us through the minefield that is planning for retirement. For the past 20 years James Malliaros has been at the forefront of our financial planning – he is professional, approachable and his attention to detail is beyond reproach. He is supported by an enthusiastic and diligent team and we would have no hesitation in recommending GFM to any prospective client interested in pursuing their financial goals. Kevin and Trish

GFM Wealth held a very informative luncheon.on May 1. It was nice to hear the reasoning behind their top investment picks. A very reassuring explanation and what leads us to be loyal clients.

In the past nearly 18 years with GFM, and our advisor Paul Nicol, we have found them to be of the highest integrity. Trust is very important when placing your investment and retirement planning in the hands of a third party. GFM, and Paul, have certainly earned our trust over the journey.

Experienced and helpful advisers who provide great information to assist with my investmen strategy

Another very enjoyable and informative GFM Business Lunch at Leonda on 1 May 2023. Great speakers, top venue, delicious food and wonderful organisation. Well done GFM!

Been a client for 20 years plus, great firm, always looking after your interests, sound independent advice, gets great results, no hesitation in recommending to family and friends, could not be happier with GFM guiding our families financial future

We have been clients of GFM Wealth Advisory for 25 years and highly recommend them. They have been solely responsible for taking us from a precarious financial situation two decades ago to now being comfortably retired, owning our house outright and enjoying frequent overseas trips. The staff communicate regularly, are always available when we need them and are knowledgeable, friendly and go out of their way to assist us. We are completely confident that our finances are in the best of hands.

Our Experience With GFM
We have been with GFM for 21years.
Paul and his wonderful team have managed our small nest egg so well that its' capital value has been maintained ; whilst providing a stipend (plus part pension) sufficient to support a comfortable lifestyle.
Sheer Genius!
We have recommended GFM to our many friends and family who are very satisfied and happy with GFM.
Thank you so much for helping us to live a stressless, contented and secure life.
Your friends
Jan & Robin Hick

We signed with GFM around 21 years ago and have been so grateful that we made that decision. Within that time we have received courtesy, friendliness, and above all quality advice enabling us to meet both our needs and our wants in retirement. Joining GFW is without doubt the best lifetime decision we have ever made.

I have been a client of GFM Wealth Advisory for almost 30 years and I can't praise them enough. Under the guidance of James Malliaros I have been able to build a SMSF portfolio suitable to my requirements. Most importantly my portfolio has shown healthy growth over the years and I look forward to continuing my association.
For anyone seeking sound financial advice I would unreservedly recommend GFM Wealth Advisory.