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PRIVATE WEALTH

GTG Capital Partners is built on providing independent, holistic financial advice to high net worth individuals, small businesses owners and families, across a range of financial services. We are specialists in providing advice around the following key areas: Superannuation, Retirement Planning, Investment Advice, Estate Planning, Personal Insurances and Business Succession.

Financial Advice

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Financial Advice is about putting together a plan and strategies to help you achieve your financial goals and objectives. It is about helping you to create, grow and protect your wealth.

Superannuation

 

​​Self-Managed Superannuation can be a great way to help you build your retirement savings, offering you control and flexibility in your investment choices.

Personal Insurance

 

To ensure that you or your family are not disadvantaged in the event of an accident, injury or serious illness, there are 4 main types of insurance that everyone should understand.

Estate Planning

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Everyone has an Estate, and planning who you want your estate to go to and how you want it to be passed to them is an important part of the financial advice process.

Retirement Planning

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When planning for retirement, GTG Capital Partners can advise you of strategies to maximise your assets for retirement and structure them so that they are tax effective, and maximise any Centrelink entitlements that you are entitled to receive.

Investment Advice​​

 

GTG Capital Partners has an investment review panel that meets regularly to review investments that are recommended to our clients. This ensures that the appropriate due diligence is performed on any investment that is recommended, ensuring that our clients’ interests are placed first.

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