GFM Wealth Advisory is a leading financial planning firm in Australia, specialising in Self-Managed Superannuation Funds (SMSF), retirement planning, investment markets, and portfolio construction. Founded in 1999, the firm has grown significantly over the years under the leadership of Managing Partner Paul Nicol. GFM distinguishes itself by holding its own Australian Financial Services Licence (AFSL), ensuring independence in investment recommendations and client management.
In 2013, GFM expanded its services by acquiring accounting firm P. Gruchy and Associates, now known as GFM Gruchy Accounting, to provide comprehensive financial advice and high-quality accounting solutions. The firm’s focus on SMSFs has been instrumental in its growth, with the majority of its client base consisting of SMSF clients. GFM offers an end-to-end SMSF service, including setup, administration, compliance, investment advice, and accounting, reflecting its commitment to holistic financial management.
With a strong philosophy of direct investing, GFM’s Investment Committee, led by Paul Nicol, diligently researches, selects, and monitors investments on the GFM Approved Investment List. Paul’s dedication to client service and long-standing relationships underscores the firm’s client-centric approach. GFM’s dedication to excellence is further exemplified by its recent Client Culture credentials, affirming its commitment to providing exceptional service and a superior client experience.