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 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.
