Financial Planning & Advice

No matter what your stage of life or financial situation, it is highly likely that you will benefit from personal financial advice.

How we help

We have clients throughout Australia who have taken advantage of more than 40 years of experience with GCA Financial, and our ability to work closely with clients to structure their finances in a way that aligns with their personal goals.

How have we gained our outstanding reputation and longevity?

What differentiates us from others is the time we are prepared to spend with you to dive deep into your financial situation, goals and aspirations. This ensures that our advice is personalised just for you. Always. This is done in the spirit of trust and confidentiality.

And unlike other financial planners who frequently guard their information and knowledge, we have an open approach with our colleagues and draw on everyone’s expertise and various specialties. It is a truly collaborative effort to ensure the very best advice is given to our clients. And it sometimes means that you receive advice from more than one financial advisor. Brisbane families and indeed those from all over Queensland and Australia, have benefitted from our advice over decades, and new team members have been carefully introduced to our business to cater to the wide range of demographics we work with.

We are especially proud of the long term working relationships we have forged with clients in past decades.

These clients have gone on to introduce their now-adult children and even grandchildren, to our services, and our philosophy is to join with our clients in undertaking a collaborative journey towards the achievement of their financial goals across the generations.

We hold high-level qualifications in financial planning and financial advice, and are active members of industry bodies: The Association of Financial Advisers (AFA) and the Financial Planning Association (FPA). Further, we each undergo at least 30 hours of Continuing Professional Development each year to update our skills and knowledge, and voluntarily undertake further study tours in our fields of expertise to ensure that our advice is always current and relevant. Ultimately though, when you speak with us, you will soon find how genuinely passionate we are about sharing our knowledge of the finance world to help our clients achieve the best outcomes on their journey.

We make the complex simple – for you

We make this process simple for you by listening to your individual needs and goals, gathering a personalised snapshot of your ‘golden objectives’ and building an appropriate and detailed strategy to work towards these.

And the view is certainly far reaching and includes looking at your expected career trajectory, incorporating the financial aspects of family requirements, structuring your superannuation, minimising your tax, your wealth protection plan, and finally planning for your Financial Freedom.

It comes down to getting the fundamentals right, and carefully building
from there.

The Journey

Most of us can identify what is important to us. For many, it’s family, security, our career and the desire to be able to enjoy life without the hassles of financial problems. We want to be able to make sure that whatever presents itself throughout the ups and downs of life, our families and our finances are safe and secure.

Wealth Creation

Build a strategy for wealth creation based on the best, most current advice available.

Wealth Protection

Guard your existing assets and secure against the unexpected.

Financial Freedom

Enjoy the fruits of your hard work. This is the point where you have really achieved your own Financial Freedom!

We'd Love To Hear From You

So no matter what stage of your journey you are at, we are here to help. Fill in the form below and we’ll ensure the right person returns your message.

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