Specialising in financial planning, wealth creation & wealth protection.  GTM  helps ‘everyday’ Australians realise their financial goals and protect their financial future. 

Our Approach

We believe in an holistic approach to our clients financial affairs. People these days are looking for more than just an investment; they are looking for direction and guidance which enables them to achieve a balance between living their desired lifestyle and building and protecting their wealth for the future. GTM Financial addresses this need by focusing on providing strategic direction and by assisting clients to clearly define not only their financial objectives but emphasizing the need to look at the lifestyle objectives they wish to achieve over their lifetime.

The Advisers at GTM Financial focus on establishing and maintaining a lifetime relationship with our clients. Fundamental to maintaining that relationship in our practice is the ongoing review service where we meet to review the strategy, structures, insurance and underlying investments to determine if the client is moving towards achieving their objectives.

Our Financial Planning process is:

The First Meeting

The first meeting is an opportunity to meet and determine if our services are appropriate for achieving your goals. We will ask you to provide a general overview of where you are now and where you would like to be in the future (eg say 5, 10 15 years time or at retirement). During this meeting we will discuss a number of ideas and concepts which may be appropriate for your circumstances. We will outline our terms of business in this meeting.

We then suggest you take some time discuss these ideas before we mutually decide if we are the right financial planning firm for you. Once our services have been engaged we will complete our Fact Find. This may involve a further meeting and an introduction to our staff and/or other professionals which we may draw upon to address your financial needs..  

At GTM we are passionate about helping people achieve their financial goals. We specialise in working with clients to implement long-term money management strategies aimed at reducing debt and increasing personal wealth.

A Corporate Authorised member of Matrix Planning Solutions Limited AFSL 238256 ABN 087 476 200,

As part of the Matrix group of Advisers, we have access to over 80 different investment managers as well as some of the best life insurance, superannuation, banking and retirement solutions in the market today. As a result we are able to offer a range of services and solutions which are tailored to suit your individual needs. See how with the team at GTM we can design a happy and secure financial future for you and your family. Contact GTM today!