Bond Investing
Private Wealth Adviser Barton Lynch and Executive Director Jenna Labib explaining the different types of bonds available for Investors and their benefits.
Cost v Value
Cost V Value
Senior Investment Adviser Brendon Gleeson from the GP Wealth Team, explaining the cost of financial advice and the value of having personalised advice adds to investors portfolios.
The Financial Planning Process
GP Wealth Team members Brendon & Barton run through some commonly asked questions around the financial planning process.
Explanation on how the process is personalised for each client to meet their goals and objectives.
They also discuss the four key areas and fundamentals of the financial planning process and their importance.
GP Wealth Investment & Strategy Model
GP Wealth Investment & Strategy Model
Brendon Gleeson from the GP Wealth Team, giving an over view as to why our Investment & Strategy model differs from the rest.