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MGA has partnered with Goodrich Financial Services Pty Ltd (GFS), a boutique financial planning practice that aims to provide technically sound financial strategies to high net-worth clients and wealth accumulators that have unique needs. GFS believes each client requires a ‘tailor-made' strategy, encompassing a holistic approach with regards to lifestyle and financial planning. In using this approach, GFS is able to design a detailed strategy which provides the client with a clear and predictable pathway to wealth accumulation, without sacrificing their standard of living. STRATEGY FIRST The selection of investments is secondary to strategic advice. GFS strongly believes the after-tax results of a well designed strategy can be significantly higher than investment returns alone. GFS' strategies bring together taxation, asset protection, estate planning, investment portfolio construction, self-managed superannuation funds and other key areas of the financial planning service to provide tailored financial solutions. In adopting this strategic focus, GFS is able to create a predictable financial outcome for its clients, without being overly reliant on short-term investment returns. SECURITOR GFS is licensed to provide financial planning services through the Securitor dealership group (Australian Financial Services Licensee 240687). Securitor currently consists of 454 Authorised Representatives nationally, with total funds under advisement exceeding $14 Billion. Securitor awarded GFS the "2006/2007 Practice of the Year for Victoria/Tasmania", recognising our commitment to the financial planning process.
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