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Financial Adviser & Planner Perth

Providing trusted advice for over 40 years.

Our mission is to make a difference in the lives of our clients.

For more than 40 years, GSK Financial Services, a Perth based Financial Planning practice, have been helping Australian’s achieve financial wellbeing by delivering tailored strategic solutions across a broad range of financial planning and superannuation services.

Our financial advice philosophy is based on a mutual understanding with our clients, and has been developed and refined over many years. Our experience has shown that by adopting a consultative approach we are better able to define our client’s wealth goals and vision of a secure financial future. Working in partnership, we will develop a financial plan, which helps achieve your future prosperity.

As your life progresses, your situation and priorities may change as such our advice process includes the crucial element of ongoing planning reviews to ensure you remain on track to achieve the expected outcomes.

Our Advice Process

Our aim at GSK Financial Services is to provide personalised and professional advice, based on a highly consultative approach with our clients. We see each client relationship to be a partnership and your future prosperity and financial security to be our fundamental focus.

We provide advice to a wide range of clients throughout different stages of life, with differing objectives and goals. Utilising decades of experience, our advisers have specialist experience in all areas of financial planning and are well equipped to structure comprehensive and effective strategies specific to your circumstances.

Who We Help

Our decades of experience have shown that an effective financial strategy is a process that requires ongoing evaluation to ensure that the goals and objectives you are pursuing continue to reflect your personal circumstances. Whilst nothing we do at GSK is generalist in nature, our clients’ can be broadly categorised within the
following life stages:

  • Everyday families
  • Retirees
  • Empty nesters
  • High income earners
  • Over 55s
  • Small business owners

GSK Financial Services is dedicated to sourcing the best solutions for clients to reach their financial and lifestyle goals.

This spirit of dedication flows through everything we do, from our commitment to providing tailored personal service to our clients, to the stringent standards all our financial planners have to meet.

We don’t put our clients into categories, nor make broad assumptions about what we think they need. Our objective nature sees us treat each client as an individual with unique circumstances, goals and dreams.

For tailored financial advice for your future, speak with a GSK advisor today.

Learn about Our Service Offering

Our unique approach to building and managing our clients’ wealth is based on honesty, transparency and discretion. We work in a trusted partnership with our clients, utilising a very measured and research-based approach that is focused on growing, protecting and managing wealth. Our extensive suite of financial planning and wealth management services can be broadly categorised as follows.

Without the necessary planning in this area your business, business associates and your family may be exposed to unnecessary financial risk. Buy or sell, Partnership Insurance, Asset, Loan & Revenue Protection, Group Policy, Group Superannuation.

If you are looking for ways to make your money work harder for you there will be numerous investment options available however not all will be appropriate for your stage of life or needs. A bit of discipline in combination with a tailored plan, can help you build a solid financial future.

Superannuation can be an effective tool to secure your financial future in retirement therefore it is vital to regularly review your superannuation account and contributions to ensure you are on track. We can help you build a nest egg to achieve your desired retirement goals.

Planning for your retirement can’t start early enough. Taking some simple yet clever steps when you are starting out, during the peak of your earning capacity and as you near retirement is important to ensure your retirement income is structured to suit your needs and objectives.

Comprehensive Life, Disability, Trauma and Income Protection insurance to help protect your income and your assets. We will work with you to determine the right type and level of cover to suit your individual circumstances.

Accomplishing your financial objectives in the most tax-efficient manner is an integral part of the financial planning process. There are numerous tax effective strategies that may be appropriate for your individual circumstances to enhance your tax, retirement and wealth objectives.

Managing cash flow is a critical factor whether you are building wealth, reducing debts or increasing savings. No matter how old you are or how much money you have establishing good cash flow management is can assist you to meet your financial goals, reduce debt and create wealth.

The entitlements received from the Age Pension or other Government benefits can have an impact on your standard of living in pre-retirement or post retirement. Understanding and structuring these funds in order to maximise your income stream can provide significant advantages.

Why Choose Us

Our clients are at the heart of our business and we place significant emphasis on our people, practices and procedures.

I have known Marcus professionally for some years now. He has been my trusted financial adviser for all that time. I can’t speak highly enough for his knowledge of financial strategy and products complimented by his sound advice and management. He is to me, success driven and highly professional.

Laurie Johnson JP

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