GV Private Wealth
About the Business
Welcome to GV Private Wealth, located at 166 Keira Street, Wollongong, Australia. As an establishment specializing in finance, we are a point of interest for individuals seeking expert guidance in retirement planning.
Retirement can often feel like a distant concept, causing many people to delay the planning process. However, we believe that taking ownership of your superannuation as early as possible is crucial to securing a prosperous future.
At GV Private Wealth, we understand the emotional rollercoaster that retirement planning can bring. Feelings of distress, stress, and even anger are natural. But being prepared and having a solid plan in place can help you stay on track to achieve your retirement goals.
We take pride in making financial management hassle-free by coordinating processes and working closely with you to understand your unique aspirations. Our specialty lies in retirement lifestyle planning, and we are dedicated to finding customized solutions that ensure your goals are met.
Contrary to popular belief, retiring from work doesn't mean you have to downgrade your lifestyle. We are passionate about showing you the possibilities that arise when you plan ahead. Our planning solutions go beyond mere numbers, supporting your goals and aspirations.
To learn more about who we are and how we can help you plan or manage your dream retirement, we invite you to schedule a one-on-one consultation with our friendly team.
At GV Private Wealth, our objective is to build mutually beneficial relationships with our clients. We firmly believe that the true value of strategic financial planning can only be fully realized over the long term.
Throughout the ongoing management of your financial strategies, we understand that life changes such as marriage, children, retirement, or redundancy can have significant impacts. These are the moments when our expertise becomes even more crucial.
Our ongoing review service fee is charged on a month-to-month basis, ensuring flexibility with no lock-in contracts. The fee is determined based on your future requirements and the complexity of your financial strategy, in collaboration with your adviser.
Our ongoing review service includes regular annual reviews, phone calls, and emails to ensure your strategy remains on track. Additionally, if your circumstances change and you require further advice, it is included in your monthly fee.
During our Ongoing Review Service meetings, we cover a wide range of topics to keep your strategy up to date. These discussions include reviewing your changing needs and objectives, addressing any changes or proposed changes in your health, family, or employment situations, updating your cash flow, discussing the current economic environment, considering the impact of tax on your financial strategy, discussing changes in legislation that may affect your strategy, reviewing your investment strategy and/or modeling, assessing your superannuation structures and strategy, discussing changes to your estate planning structures or requirements, and addressing any alterations to your Centrelink requirements if applicable.
GV Private Wealth Pty Ltd, with ABN 31 656 955 314, is a Corporate Authorised Representative (ASIC No. 1295319) of GPS Wealth Ltd | AFSL 254 544. Andrew Groat is an Authorised Representative 1008263 of GPS Wealth Ltd | AFSL 254 544 | ABN 17 005 482 726, and Nemanja Vico is an Authorised Representative 1006470 of GPS Wealth Ltd | AFSL 254 544 | ABN 17 005 482 726.
Please note that the information provided on this website is general advice only and has been prepared without considering your personal objectives, financial situation, or needs. Before making any decisions regarding the information, strategies, or products mentioned on this website, we strongly advise consulting your own financial adviser to determine whether they are appropriate for your specific objectives, financial situation, and needs.
To get in touch with us, feel free to contact Andrew at 0404 199 176 or andrew@gvpw.com.au, and Nemanja at 0411 471 655 or nem@gvpw.com.au. We look forward to hearing from you and helping you achieve your financial goals.
Photos
Location & Phone number
166 Keira Street, Wollongong, New South Wales 2500, Australia
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"The advisors at GV Private Wealth really care about their clients well-being, whether it is about their current or future financial needs or their current personal situation that may need a caring professional ear to listen. The experience is shown from past years being in this ever-changing profession through the quality advice given. Everyone is different and will need different advice, especially now that I believe Superannuation will continue to change as a result of the most recent announcements by the current government."
"We have been clients of Andrew for about 5 years now and rely on him & his knowledge of all aspects of Financial Planning as we make our journey through retirement. He is very approachable, offers strong options and recommendations to suit our investment strategies and provides great advice, as well as being very proactive in monitoring the progress & suitability of these investment strategies. We had no hesitation in remaining as Andrew’s clients when he & Nem started up GV Private Wealth and can thoroughly recommend them to any prospective clients. Regards, Geoff & Debbie"
"Andrew has been managing our financial matters for quite a few years and now my husband and I have retired we rely heavily on his expert advice to help us manage our investments. Andrew is always available and always willing to help and answer any questions we might have. He is a knowledgeable, kind and very experienced Financial Advisor. We trust Andrew completely and can highly recommend him to take care of your financial needs."
"I have been dealing with Nem etc from GV Private for quite some years now and found that their knowledge and expertise is extremely good along with reports, follow up meetings etc. nothing is to much trouble. I believe when you have worked all of your life and asking someone to look after your investments that you must have trust and be happy with those people which i have. Gary"
"In the time that Nem as our financial advisor and the team at GV Private Wealth have been managing my wife and my retirement financial plan, we have found him to be thoroughly professional in all aspects. Nem spent the time to listen to our needs and made sound recommendations that best suited our financial needs. Nem was very knowledgeable when discussing these matters. At no time did we feel rushed when first setting up our plan, this made the whole process stress free and easy to understand. We would have no hesitation in recommending Nem and the team with financial planning and advising."
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