We take great pride in ensuring our interests always align with those of our clients. Everything we do focuses on helping our clients have a rich experience of life.
Who We Help
We are dedicated to be of service to the family and friends of our existing clients. Our business has been and continues to be built on referrals from our clients. We honour this relationship by meeting with all who are seeking clarity and insight in relation to their financial position.
Young Couples & Families
Getting the essential foundations in place can be a powerful staging point to build a successful financial experience from.
Pre & Post Retirement
We believe retirement is a time for excitement and celebration. Confidence comes from knowing where you are and where you’re headed.
Military Veterans
As a Financial Advisory organisation, we believe we have the longest history of assisting members of the military community in Australia.
Business Owners
As owners and operators in the SME space, we have a great deal of empathy for founders or owners of small businesses.
We know that nothing substitutes experience. Now in our fifth decade of business, Gilkison Group have demonstrated a clear commitment to the space that we operate in.
We pride ourselves on delivering personalised Financial Advice to our clients and their families. We have a broad range of experience that allows us to guide clients through the various stages of life, with a particular focus on the simple notion of making work optional.
We believe financial success often depends on structure. This starts with defining your objectives, then leads to the creation of boundaries for decision making and ultimately the system to ensure sticking to your plan is as simple as possible.
If you would like to understand more about what we do and the way in which we deliver our services, please refer to our RichLife Process or get in touch.
With a highly experienced yet youthful team, our objective is to build on our 40-year heritage by continuing to advise and support our clients and their families long into the future.
So – what is a rich life for you?
