Personal Service

GDA is a boutique and diverse financial planning, accounting, finance broking and investment firm. We offer personal service using modern financial strategies to make a positive difference in our clients’ financial lives.

Our services are designed to benefit you and support your goals – whether that is achieving financial freedom, improving income, reducing financial stress or saving tax.  We are also able to assist you at highly critical times such as when changing jobs, starting a business, taking a redundancy or retiring.

Specialist Financial Advisers and Accountants

We are a close-knit team of experienced professional accountants, financial planners, mortgage brokers and property investment specialists working together for you.  This allows us to assist you to understand the complex and use strategies in areas such as:

  • Pre-retirement and retirement strategies,
  • Targeted investment for growth, investment for income, or both,
  • Commercial property investment,
  • Self managed superannuation (SMSF), and
  • Family trusts and asset protection.

We have been operating for over 20 years and our close and personal relationships with our clients are the key to our success.

Relationships to Support You

Holding our own Australian Financial Services Licence (AFSL) gives GDA the ability to establish relationships for your benefit.  We offer services others cannot, and put in place the best financial solutions and strategies for you without agenda. By providing accounting, financial planning and investment advice we are able to provide services in a wide range of areas. This includes services such as  targeted direct and managed investment strategies, business succession planning, overseas assets (including UK Pensions, US Pensions and similar overseas retirement accounts), investing in commercial property, and specialist SMSF support.

The Benefit of Financial Advice You Can Trust

GDA holds its own AFSL.  This allows us the ability to provide advice and services in your best interests. The financial strategies and financial services we provide are designed to assist you to build wealth, manage wealth or secure family wealth and retirement income.

Our high quality personal financial advice and service is why our clients recommend us.