Wealth Management
Gatherum-Goss & Assoc is focused on your individual goals and values, providing you with an honest and professional service specifically tailored to meet your financial needs.
As part of the Paris Group, it is important that we can offer you integrated financial services. We provide these services through our affiliate, Paris Financial. Our Financial Advisors at Paris Financial are authorised representatives under a licence held by Capstone Financial Planning AFSL/ACL No: 223135. They are 100% Australian owned and operated – they are not owned by a bank, fund manager or other financial institutions, so they do not show undue bias toward any particular products or fund managers.
As a part of the Paris Group of Professional Firms, we have access to their expertise, knowledge, and resources to assist us in providing you with the highest quality financial services and advice.
Through Paris Financial, we are able to offer a comprehensive “fee for service” financial planning model so you know upfront what your costs will be. Our Financial Advisors pride themselves on their total commitment to improving the quality of life for their clients by fulfilling their financial objectives.
For most of our clients, this means advising them how direct property fits into their long term wealth accumulation plans. We also look at how to structure their affairs so they can clearly see a long term plan. This could include business premises and other investment properties together with diversified investments and superannuation. For others it may be non property related investment opportunities and plans that are required.
Our Financial Advisors services include:
- Financial management
- Investment
- Risk insurance
- Self managed superannuation funds and advice
- Gearing
- Retirement planning & TTR
- Tax effective strategies
The team at Paris Financial will ensure you have a clear plan of where your wealth will accumulate to suit your investment preferences and risk profile.