Gilham
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Being a boutique Financial Planning Practice, Gilham Financial Management assists individuals and their families to grow, protect, preserve and bestow their wealth. We offer all clients a formal, written, comprehensive financial plan which is regularly reviewed. Our client base includes approximately 1100 active Wealth Accumulators, Pre Retirees, Self Funded Retirees, Professionals and successful Self-Employed individuals. By far and away our primary area of expertise is in superannuation, particularly Self Managed Superannuation (SMSF). We refer to ourselves as being the “Experts in Superannuation” with our intimate knowledge and understanding of all superannuation laws. Superannuation is a complex area where the need for specialist advice and services has never been greater. Being SMSF specialists for many years has allowed us to gain a comprehensive understanding of all the strategies available through superannuation for many of our clients. Outside of Superannuation, Gilham Financial Management provides advice and comprehensive solutions in the area of portfolio construction and administration, Gearing, Wealth Protection and Estate Planning.
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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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About Us
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 |
Our Staff
