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GV Private Wealth

GV Private Wealth

5.0(30 reviews)See reviews ↓·Wollongong

About the company

GPS Wealth is owned by Count Financial Limited, which is owned by Count Limited, a company listed on the Australian Stock Exchange. GV Private Wealth specialises in retirement lifestyle planning and provides financial advice to help clients retire with confidence. As Private Client Advisers, the firm assists clients with building and managing their personal wealth.

GV Private Wealth offers an ongoing review service on a month-to-month basis with no binding contracts. This service includes regular annual assessments, frequent phone calls, and email correspondence, and covers advice if circumstances change within the monthly fee. The ongoing review service also includes reviewing superannuation structures and strategy, and discussing changes to estate planning structures or requirements and Centrelink requirements, if applicable.

What customers say

Based on genuine customer reviews

Retirement planning is where the value of this Wollongong practice shows most clearly in customer accounts, particularly for those approaching or already in retirement. Andrew Groat and Nem are named time and again, with clients highlighting their knowledge and their gift for turning complicated financial concepts into language that makes sense. Something that features in review after review is the unhurried nature of early planning discussions, where individual circumstances and attitudes to risk were worked through carefully rather than rushed.

Being able to reach the advisers with questions about investments, and to keep receiving guidance long after a plan is set, is another theme running through the feedback. The systems and analytical oversight supporting portfolio management draw favourable comment, and some clients note healthy returns from their arrangements. Honesty, courtesy and friendliness are mentioned alongside the technical strengths, as is a willingness to manage a client's portfolio with the same care as their own. Relationships here tend to be long-standing, with clients staying for years and sending family members and associates in turn, and the confidence placed in the team is a recurring note in these accounts.

Reviews

Reviews are taken from publicly available sources.

DG
Deborah Gray3 October 2025

My husband and I first met with Nem, when he was recommended by our accountant, in whom we have the utmost faith. Although we are of retirement age, we've never had a financial advisor before, were unsure of what one could do for us, and found the prospect daunting. After a lifetime of fluctuating finances, we are now relatively comfortable, but risk averse. So Nem had all of that to overcome if we were to trust him with our savings. Over the course of a couple of long meetings, Nem put us completely at ease, explaining in painstaking detail and comprehensive language how our investment portfolio would work for us and what Nem would do to manage it. He never made us feel rushed or that we had asked too many questions. We are now excited about the prospects for the future of our retirement income and confident that we are in the best of hands with Nem.

PG
pas gaudiosi17 February 2025

Went in to see Nem from GV private wealth and cannot speak highly enough of his professionalism and expertise. He was able to advise me on how to structure my portfolio and provided options that suited my situation. With my financial goals he was able to explain pathways to help me achieve where I want to be and in a way that was easy to understand. Definitely recommend seeing Nem from GV private wealth.

DG
Dennis Green17 February 2025

My wife and I have known Andrew Groat for 3 years the inception of GV Private Wealth. Prior to that he was our Financial Advisor for 2 years. We have found Andrew to be totally professional, courteous and honest in his dealings with us. He presents and displays information and data to us that is easy to understand and comprehend. We highly recommend Andrew and GV Private Wealth as Financial Advisors.

RK
Robert King22 January 2025

Have been with GV Private Wealth and Andrew Groat since the business started and with Andrew for many years before. Totally satisfied with the handling of my portfolio and would recommend this Financial advisor to assist others.

HG
helen grimson7 June 2024

I was highly recommended to discuss my retirement plans with Andrew at GV Private Wealth. All I can say is, thank you for referring me! Andrew has been handling my affairs for over 2 years and I have nothing but praise for the professional communications and planning he has put into my retirement plan. I am making healthy returns too. Thank you Andrew for looking after me. I don't have to worry. I am in great hands! Highly recommend Andrew and his team.

RR
Rob Rich3 April 2024

GV Private Wealth and advisor Andrew Groat have been managing our financial arrangements for several years now and we are very pleased with their efforts on our behalf. We would have no hesitation at all in recommending Andrew and team to anyone looking for honest and capable performance in managing their retirement income performance.

DA
Des and Rhonda Dickson21 March 2024

Andrew has been looking after our Superannuation finances for many years. We are very happy with his advice, planning systems he uses and the results we get. Andrew and his partner Nem are very friendly and knowledgable gentlemen. We would recommend their services to anyone looking for financial and superannuation guidance and planning.

Financial advisers & planners in Wollongong compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Wollongong are compared.

RankProviderRatingReviewsOpen Sat.
1GV Private Wealth (this page)★ 5,030No
2Tailor-Made Financial Services - Wollongong (by appointment)★ 5,020No
3Morgans Financial Limited - Wollongong★ 5,03No
4Feel So Good Wealth Management★ 5,065No
5CoVenture Wealth Management & Aged Care Planning★ 5,01No
Contact
+61242494150www.gvpw.com.auSte 1A, Level 4/166 Keira St, Wollongong NSW 2500
Working hours
Monday08:00–16:00
Tuesday08:00–16:00
Wednesday08:00–16:00
Thursday08:00–16:00
Friday08:00–16:00
SaturdayClosed
SundayClosed