Gilham

Financial planning is the essential foundation for achieving a financially rewarding and secure future.

We are able to analyse your financial goals and objectives and advise the course of action required to achieve your goals, in the most effective manner. In doing so, we look to minimise your tax position to increase income available for investment.

With Superannuation and Estate Planning, the taxation implications of contributions, withdrawals and rollovers are complex. These require specialist advice and precise planning is essential if long-term goals are to be maximised.

The commencement of retirement strategies such as self managed superannuation fund structures, account based pensions and transition to retirement strategies, also require specialist knowledge of both a clients’ individual circumstances together with the ever-changing Social Security requirements.  Forward planning is essential to the creation and implementation of the most suitable investment strategy for retirement.

Understanding structures and your goals and objectives is the key to the development of sound strategies.

Gilham Financial Management has a well developed, proven process, which consistently results in the development of successful financial planning strategies reflecting the individual requirements of each client.