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What is the best approach to protecting your assets? If wealth preservation and properly safeguarding your assets is important to you, we have the tools that may assist you.

In the event of a family breakup, we have strategies that may reduce your personal income tax burden

We can help you formulate a retirement plan so you can concentrate on your next holiday

Want to keep in control of your SMSF Compliance obligations?

Want to experience the GW&a Difference? Easy as…..pick up the phone and make the call

We can provide you and your business with tax saving strategies.

Investment-Advice

What is Investment Advice?

Investment advice is any recommendation or guidance that attempts to educate, inform, or guide an investor regarding a particular investment product or series of products. Gerard Wilkes & Associates pride themselves on delivering appropriate and effective investment advice in the pursuit of wealth creation. The team at Gerard Wilkes & Associates can offer Investment advice regarding an investor’s portfolio and can be specific to their financial situation considering both short and long-term financial goals. Given the influence and potential repercussions that investment advice can have, the Gerard Wilkes & Associates team take all measure to ensure any advice given is sound and takes into consideration the financial standing of the clients and their individual needs. 

To ensure sound advice is offered our team here at Gerard Wilkes & Associates is constantly reviewing investments and ensuring timely advice is given where possible. The types of investment available to clients is varied and Gerard Wilkes & Associates take all steps to ensure the right investment strategies are implemented to meet the clients’ needs. To find out more about how you can gain from the right investments, contact our team today for a chat. 

Financial advice can help you:

  • identify short, medium and long-term goals
  • develop strategies to achieve your financial goals
  • better manage your money
  • develop an investment plan
  • choose tax-effective investments
  • make the most of your superannuation
  • find out if you’re eligible for any government assistance
  • work out your insurance needs
  • plan for your retirement
  • consider your estate planning needs.

Investing is only one part of your financial health and future wealth creation, but it is a very important component. Gerard Wilkes & Associates can really make a difference in this area. 

REF:

https://www.moneysmart.gov.au/investing/financial-advice

https://www.ato.gov.au/Individuals/Investing/

https://www.moneysmart.gov.au/

Gerard Wilkes - Investment Advice

Learn more about investments

Schedule a time to talk to one of our  team who can help you:
Investment Tick IconBetter understand all of your investment choicesTick IconLearn how investment is a key to financial freedom.
Investment Tick IconFind out which investment type suits you.Tick IconOur team are up to date with all your investment needs.
Tick IconWith a strong financial team behind you will ensure wealth creation success.Tick IconThere are much more opportunities than just real estate to invest your money in. 
    

Don’t wait until it’s too late. Contact us, today

Where to Invest

To ensure sound advice is offered our team here at Gerard Wilkes & Associates are constantly reviewing investments and ensuring timely advice is supplied where possible.
Investment-Advice

What is Investment Advice?

Investment advice is any recommendation or guidance that attempts to educate, inform, or guide an investor regarding a particular investment product or series of products.

Gerard Wilkes & Associates pride themselves on delivering appropriate and effective investment advice in the pursuit of wealth creation. 

The team at Gerard Wilkes & Associates can offer Investment advice regarding an investor’s portfolio and can be specific to their financial situation considering both short and long-term financial goals.

Given the influence and potential repercussions that investment advice can have, the Gerard Wilkes & Associates team take all measure to ensure any advice given is sound and takes into consideration the financial standing of the client and their individual needs. 

To ensure sound advice is offered our team here at Gerard Wilkes & Associates are constantly reviewing investments and ensuring timely advice is supplied where possible. 

The types of investment available to clients is varied and Gerard Wilkes & Associates take all steps to ensure the right investment strategies are implemented to meet the clients needs. To find out more about how you can gain from the right investments, contact our team today for a chat. 

Gerard Wilkes - Investment Advice

Financial advice can help you:

  • identify short, medium and long-term goals
  • develop strategies to achieve your financial goals
  • better manage your money
  • develop an investment plan
  • choose tax-effective investments
  • make the most of your superannuation
  • find out if you’re eligible for any government assistance
  • work out your insurance needs
  • plan for your retirement
  • consider your estate planning needs.

Investing is only one part of your financial health and future wealth creation and is a single component of the Gerard Wilkes & Associates financial services related to sound accounting practices. . 

REF:

https://www.moneysmart.gov.au/investing/financial-advice

https://www.ato.gov.au/Individuals/Investing/

https://www.moneysmart.gov.au/