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.
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.
We help you be the best possible financial version of yourself. Understanding what your financial future looks like helps to get control over the things you want to achieve. We understand that everyone is different and has different priorities and definitions of success. Our technical knowledge, economic understanding, and life skills help us to ensure you make the right choices and avoid mistakes. The more you take control over your finances, the more choices you have available to you in regard to work-life balance and when you are able to transition out of full-time work and into the retirement that you desire.
We get that life is not always simple.
Gild Wealth are specialist in the complex so that your life is easier. We have a great network of expertise within the Group that we can draw on to assist you in all sorts of financial situations.
We spent significant resources to identify and get you access to market-leading investments. We also understand that it is important that your investment dollars make a difference. We have a strong Environmental, Social and Governance (ESG) Investment philosophy and look to invest responsibly for our Clients.
We source wholesale and venture capital investments that provide funds to founders and entrepreneurs that are changing the world. Management of risk is a big consideration for our Clients and we seek to remove or reduce as many risks as we can to ensure excellent long-term financial outcomes.
Depending on your situation or stage of life, here are some other things we can support you in navigating.
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.