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Strategic Financial Advice
& Investment Advice

We offer strategic, specific and holistic advice
regarding personal finances and asset protection.

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Self Managed Superannuation Fund (SMSF)
Administration & Advisory

We provide administration and advisory services to ease the compliance
burden and allow you to concentrate on important investment decisions.

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Accounting, Tax
& Business Advisory

We offer a comprehensive range of compliance and
advisory services to individuals and businesses.

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Finance & Lending

We assist our clients to source a loan that is not only
competitive but importantly suitable for their needs.

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Funds Management

We aim to provide investors with ownership access to quality
property investment opportunities that may otherwise be out
of their reach on an individual basis.

Who Are We

QUALITY FINANCIAL ADVICE AND SERVICE

GDA is a boutique, independently owned and diverse financial services firm that offers personalised service using modern financial strategies to make a positive difference in our client’s financial lives.  This may include building wealth, improving retirement income, superannuation investment advice and management, saving tax including both business tax planning and personal taxation, business succession planning, having the best home loan or best mortgage in place for you, making the most of superannuation contribution rules, advice for your investment property portfolio or use of self managed superannuation fund (SMSF).  We also provide investment and fund management services, with a focus on reliable long term strategies.

Our focus is always on helping you to improve your financial situation and protect or achieve financial security using long-term wealth strategies.  This clear focus is the advantage of us being independently owned and holding our own Australian Financial Services License (AFSL).

PROFESSIONAL AND EXPERIENCED ACCOUNTING, INVESTMENT AND FINANCIAL PLANNING TEAM

Our close-knit team of experienced professionals work collaboratively to provide investment management, investment advice, financial planning strategies, personal and business lending solutions, tax, accountancy and self-managed superannuation advice. The team includes experienced financial planners, accountants, mortgage brokers, self-managed superannuation advisers, and property investment experts.

HOW DO WE PROVIDE VALUE

We believe that long-term relationships provide the greatest value to our clients.  As a private firm using sound, long term investment strategies to build wealth our services will suit many but not all. We are able to provide the best financial advice and service to those who:

  • Would prefer advice not tied to or driven by the short term profit focused major banks or financial institutions
  • Appreciate the value of long-term planning to build wealth, achieve financial freedom, increase retirement income or protect family wealth
  • Are looking to primarily partner with an accountant or financial planner in Hobart or Melbourne
  • Would prefer to have access to more complex advice and services as required – including small and medium business advice integrated with family wealth planning, commercial and investment property advice, self-managed superannuation (SMSF) administration and advice, and complex taxation or family office matters
  • Wish to access tailored financial products
  • Would like to access the support of experienced invsetment managers

Our Financial Advice & Services

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Strategic Financial Advice

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Investment Advice

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SMSF Administration & Advisory

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Accounting & Taxation

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Business Advisory

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Finance & Lending

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Funds Management

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Partnering with Professionals

Associations & Accreditations