GFS is dedicated to helping you achieve ‘Financial Security’ today. Director and adviser, Trevor Wortmeyer CFP® and his team of professionals will use their combined, decades of experience and training, to create a financial plan designed to meet your unique circumstances and achieve for you the all important ‘sleep test’.
You may have questions about Centrelink Entitlements, Superannuation, Allocated Pensions, Investment in Shares or Property, Insurances and Mortgages.
On the other hand, you may wish to reduce or eliminate Taxes, Insurance Premiums and Debt.
No matter what your circumstances, the team at GFS can help you get your ‘finances in order’ so that you do not need to worry about changed economic conditions and financial market movements.
Call us today or click to complete the ’contact me’ details and we will arrange a no obligation discovery meeting where we can explore together the options available to you and clearly explain our fee for service schedule.
A Tip: If you are 55 years old or nearing 55, special tax related retirement incentives are available to you even if you are still working full-time.
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