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Our referral partners Print E-mail

We are delighted to have our clients as our major referral partners.  The majority of our new clients have come by way of referral from our satisfied clients.

If you have a friend, colleague or family member who is looking for professional financial planning advice, we would be delighted to have the opportunity of assisting them.

All referred clients are provided their first meeting free of charge and without any obligation as we don’t advertise and only receive new clients by way of referral from existing clients, so we appreciate your ‘word of mouth’.

Our financial planning practice specialises in self managed super funds, superannuation, retirement planning and wealth accumulation strategies.
You can rest assured that anyone referred to us will be very well looked after.

 

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Investment Market Outlook 2012: Good Investment Themes In A Difficult Global Environment

Tony Gilham & Paul Nicol interview Hamish Douglas - CEO and Portfolio Manager of Magellan Financial Group
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Upcoming Seminar
Monday 17th June 2013 at 12 noon
Navigating The Centrelink Age Pension System
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What our clients say

We like the ‘feel’ of GFM.  The staff are friendly, and importantly, the key players have been there for a long time.

Warwick and Susan

 

Personalised service – you are treated as a person – not a number.  Service quality is high and advice is tailored to the individual.

Clive

 

Gilhams is an independent company that is truly responsive to our needs.  A very friendly team, and nothing is too much trouble.  I like the fact that we receive regular suggestions on changes to our portfolio, unlike big institutions, where once your money is lodged, you hear little more.

Rob and Kaye

 

Two standout qualities of GFM are that they work well as a team and we have learned that we can trust them completely.

Bill and Ann

 

Simplicity – I often think that “self managed” can be a bit misleading because the fact is that, because of the GFM service, we don’t have to do much to achieve the continuing excellent results that we enjoy.

Terry and Judy

 

Frequent portfolio reviews – the ability to contact our adviser or support staff for review or advice.  Our fund has steadily grown since inception.

Alan and Lyn

 

There is a good feeling of knowing it is your own fund, not just part of a huge investment company.

Peter and Kath

 

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Latest News

Upcoming Seminar - Monday 17th June 2013 at 12 noon
Navigating the Centrelink Age Pension System
Click here for details...

2012 Super & Tax Update and

May Federal Budget Overview

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