WEALTH
Tailored wealth management solutions in Perth
At G & P Wealth offer specialist wealth management solutions for a wide range of clients across Perth. We can help to make your money work for you, and establish a diverse and stable portfolio of strong investments. Find out more today about how we can help, by calling us on 08 9368 8799.
Wealth management solutions
We take a disciplined, process-driven approach to provide you with a level of service that is agreed upon and reviewed on a regular basis. We proactively address all aspects of your wealth management through your various life stages and develop strategies that are unique to your particular needs.
It doesn’t matter whether you’re planning for the now or the future, G & P Wealth has the knowledge, experience and professionalism to ensure you achieve your financial goals and objectives. G & P Wealth provides wealth management services — including retirement & financial planning, investment advice, personal insurance and self-managed superannuation. Don’t leave your financial future up to chance. Get started and have a chat with our team today.
Together we build your strategy by:
• Determining your ideal risk profile
• Developing a detailed portfolio audit of your current situation
• Establishing your ideal portfolio
• Developing a detailed portfolio audit of your current situation
• Establishing your ideal portfolio
Set up your own Self-Managed Super Fund in Perth
At Gungor & Partners, we offer a bespoke service for clients who would like to set up a self-managed superannuation fund (SMSF). Our experienced and knowledgeable team in collaboration with G & P Wealth, will make the whole process easy and hassle free, ensuring compliance with all regulatory requirements. To find out more, don’t hesitate to contact us today on 08 9368 8799.
Self-Managed Super Fund services
We can help you in every aspect of setting up your SMSF. From initial set up, to tax compliance, through to reporting and audits, we have the expertise to deliver the services you need.
What is an SMSF?
An SMSF is a trust structure that provides members with an income for retirement. The self-managed aspect of this type of fund is its main distinctive feature, and means that members can make the investment decisions that will decide their future income. If you wish to take responsibility for your own finances and don’t want to entrust all your investments to an external party, then an SMSF could be right for you.
Our comprehensive support services include everything you need to create a successful SMSF, with tailored advice and guidance available once your fund is established. Get in touch today and find out more about the possibilities for an SMSF.
What is an SMSF?
An SMSF is a trust structure that provides members with an income for retirement. The self-managed aspect of this type of fund is its main distinctive feature, and means that members can make the investment decisions that will decide their future income. If you wish to take responsibility for your own finances and don’t want to entrust all your investments to an external party, then an SMSF could be right for you.
Our comprehensive support services include everything you need to create a successful SMSF, with tailored advice and guidance available once your fund is established. Get in touch today and find out more about the possibilities for an SMSF.
Long-term partnership
Ultimately, our approach allows us to get to know you well enough to ensure we’re providing the best advice in all aspects of your financial life. We’re partnering with you for the long-term, so we will always work to build a business relationship based on trust. Our wealth management solutions will ensure you can prosper throughout your life due to prudent and intelligent financial management.
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G & P Wealth Pty Ltd ABN 40 604 421 945 is a Corporate Authorised Representative of Politis Investment Strategies Pty Ltd, ABN 71 106 823 241, AFSL No. 253125. The Financial Planners of G & P Wealth Pty Ltd provide financial advice as Authorised Representations of Politis Investment Strategies Pty Ltd. G & P Wealth Pty Ltd does not provide any other service other than those services authorised under the agreements connected with Politis Investment Strategies Pty Ltd.
South Perth Enterprise Centre
Suites 1 - 4, 219 Canning Hwy
South Perth, WA 6151
t +61 8 9368 8799
f +61 8 9368 8789
Liability limited by a scheme approved under Professional Standards Legislation