GV Private Wealth
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
Reviews
Reviews are taken from publicly available sources.
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.
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.
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.
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.
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.
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.
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.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | GV Private Wealth (this page) | ★ 5,0 | 30 | No |
| 2 | Tailor-Made Financial Services - Wollongong (by appointment) | ★ 5,0 | 20 | No |
| 3 | Morgans Financial Limited - Wollongong | ★ 5,0 | 3 | No |
| 4 | Feel So Good Wealth Management | ★ 5,0 | 65 | No |
| 5 | CoVenture Wealth Management & Aged Care Planning | ★ 5,0 | 1 | No |
