Welcome to GDA Financial Services
GDA Financial Services is an independently owned and non-aligned boutique financial advisory firm making a real difference to people’s finances. We are your Private Wealth Specialists.
At GDA Financial Services our qualified financial advisers will assist you to Create, Protect and Manage wealth.
We assist you to Create Wealth both inside and outside of superannuation. We can incorporate direct equities, residential and commercial property either individually owned or as part of a syndicate, managed investments, fixed interest and term deposits. Our philosophy is to minimise your investment costs wherever possible and maximise your returns.
We will assist you to Protect Your Wealth with risk protection strategies, investment diversification, personal insurance, business protection and estate planning.
We will assist you to Manage Your Wealth both pre and post retirement. To do this we are able to utilise Managed Discretionary Accounts, Portfolio Administration Services, Superannuation Pensions and Advanced Financial Modelling.
With our Estate Planning service we will assist you to put in place structures and documents designed to protect and manage your wealth in the event that you are unable to manage your own financial affairs. These structures and documents will also ensure that your estate is handled according to your wishes be they simple or complex.