Formerly known as Financial Affairs, the Gild Wealth team offers a full range of wealth management services, and we are passionate about what we do and how we do it. Regardless of how complex your situation might be, we are absolutely your best choice to guide you to the financial future you always dreamed about.
Individual aspects of your finances such as budgeting, debt, insurance and superannuation all contribute to your capacity to become and/or remain financially independent. We work with you across all these areas as your “financial coach”, helping you achieve your goals and reach and maintain financial independence.
The type of advice you require will change throughout your life, so it is important that your strategies do too. With the right guidance and education, we help you feel empowered to make informed decisions about the direction of your financial affairs.
We will help your money work for you, so you don’t have to work for the money.
If you’re feeling lost, take 5 minutes to do this financial health check. It’ll let you know where you could use the most help with your money, and where you’re doing just fine.
We are a generational business. We believe that the security you create for yourself now will be the platform for the generations to follow. In fact, our largest referrers are the friends and family of our valued clients. We love what we do and the clients we work with, and the fact that our clients stay with us for generations is the best part of our job. There’s an added benefit when you enter The Gild Group family, in gaining access to all our other services, such as Tax, Legal, Insurance, Accounting and R&D and Grants services.
Making sure the world is in a better condition for generations to come starts with you and me. We are in a privileged position where we can influence where investment funds flow and how they are invested. By demanding greater ESG accountability from the Companies and Fund Managers we can create better outcomes for our Clients and Society. That’s why we’ve built a strong, overarching Responsible Investment Philosophy that ensures ESG factors are considered in all our decision-making and active ownership practices.
A Special Disability Trust (SDT) is a trust established primarily for the current and future financial needs of a person with a severe disability or medical condition. SDT’s enable parents and families of severely disabled people to take control of their loved ones’ care and accommodation needs for the duration of their lives, providing peace-of-mind that they will always be looked after.
When you know how much you are earning and how much you are spending, you can start to trap surplus income and build wealth. We help you establish a discipline around your savings so you can start building wealth as early as possible.
Where your income is generated from your business activities, we help to feed this back into your business planning to create an integrated business and personal plan.
Our Wealth Management team have a wide variety of experience across large financial institutions including stockbroking, financial planning, funds management and structured investment. What unites us all is a desire to bring the best of the skills and knowledge from these large organisations to a more tailored, client-centric approach.
We love supporting our community and most of all we love working with great businesses.
Instead of client Christmas cards, we choose to donate to Foodbank every year. Our advisers undertake rewarding pro-bono work for the Cancer Council, and we sponsor a golf day for the Rotary Club of Bentleigh and Moorabbin Central.