We take a holistic approach to financial planning

GPW has a highly experienced, long-standing advisory and support team, with a proven track record in dealing with high net worth individuals and business entrepreneurs. The GPW team possess a unique blend of skills and experience to add value to every clients' financial situation. We have a deep understanding of both legal and taxation issues relating to complex corporate and trust structures. We integrate this knowledge into sophisticated strategic advice.

GPW adopts a holistic approach to advisory and wealth management. Through this approach we incorporate all entities in a client's balance sheet, irresepective of whether an entity's assets are managed by GPW directly. By factoring in a client's total financial position we are able to best achieve their financial goals and objectives.

GPW conducts a thorough analysis of our clients core value drivers and encompasses their entire life cycle, from wealth accumulation to preservation and ultimately the transition to beneficiaries. Our approach requires a significant time investment by both the Adviser and Client to ensure we determine what is most important to our clients. It is only at the end of this process an appropriate investment solution can be considered to meet your objectives.

GPW is privately owned and prides itself on its position as one of Australia’s strongest and longest standing financial advisory firms not owned by a major bank or financial corporation. This allows GPW to recommend a wide range of investment solutions, tailored to the specific needs and objectives of its sophisticated client base.

Many firms in the private wealth sector offer limited investment solutions due to their ownership structure or limited resources. In contrast, GPW has unrestricted access to investments in every sector and may include allocation to any of the traditional or alternative asset classes.

The GPW Investment Committee has almost 200 years of financial services experience amongst the members which is supported by the internal GPW Research Team. These teams also leverage off the group's longstanding history in financial markets and draw on the expertise of market-leading external research providers from across the global, in addition to leading industry experts and prominent Australian economists.

GPW has a long standing philosophy of using in-house research to generate “tailor-made” investment opportunities for clients. Our investment solutions are rigorously scrutinised from both a qualitative and quantitative perspective prior to being approved by our Investment Committee.