Financial Planning & Investment Planning

To many people the term 'financial planning' is a just another buzz word. To us it represents the future, more importantly, your future. Our firm has offered financial planning as an integral part of accounting and taxation services for well over a decade.

Our philosophy in this area is simple - because we are in the best position to understand your overall financial situation, we are also in the best position to offer unbiased advice about superannuation, investments and operating structures. We take the issue of bias very seriously, that's why we were a founding shareholder in Premium Wealth Management Ltd, an Australian Financial Service Licence (AFSL) Holder wholly owned by management and member firms - not banks, fund managers or insurance companies.

We presently maintain over 300 self managed superannuation funds (many in pension phase) and manage over $200 million of funds on behalf of clients. We have been responsible for the installation of a number of corporate superannuation programs including large (300+ employee) plans on behalf of clients. We also work extensively with direct shares and take active sub-underwriting positions in floats and public share offers through a well developed network of brokers. All this makes us one of the larger planning practices in Sydney with the experience and expertise to guide you through to a worry free retirement.

Within our practice financial planning is undertaken on a fee for service basis.

To discuss your needs please ask your GHR Accounting Group partner or contact us.

Financial planning services offered:

  • Fee-based financial planning
  • Portfolio design and management
  • Direct equities
  • Managed funds
  • Structured tax-effective products
  • Personal risk insurances

 

To discuss your needs please ask your GHR Financial Planning partner or contact us info@ghr.com.au

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Compliance Information

Financial planning is provided by GHR Financial Planning Pty Ltd, authorised by Premium Wealth Management Ltd AFSL 237498.

 

David Gordon BBus CPA - ASIC Authorised Representative 255843
Brian Hrnjak BBus CPA (FPS) - ASIC Authorised Representative 255841
Ian Rae BBus CPA FTIA - ASIC Authorised Representative 255842
Brad Cuss BBus CPA Dip. FS - ASIC Authorised Representative 240944
Sarah Phillips Dip. FS(FP), Dip.Sup - ASIC Authorised Representative 340015