GPA Financial Planning
71 Brindabella Circuit, Thornlands, Queensland 4164
About the Business
Welcome to GPA Financial Planning, located at 71 Brindabella Circuit in Thornlands, Australia. As an establishment specializing in finance, we are committed to providing quality advice that is in your best interest. Unlike other financial planning institutions, we operate on a fee for service basis rather than earning commissions. We believe that you should be charged based on the service provided, not a percentage of your wealth.
At GPA Financial Planning, we offer both one-off advice at a fixed cost and ongoing advice relationships for a monthly fee. Each service is tailored to meet the unique needs of our clients, so we do not provide a standard menu of services and costs. Rest assured, we only offer our services if we are confident that the benefits of our strategy significantly outweigh the cost of advice.
One of the key advantages of working with us is our ability to negotiate discounts with product providers, thanks to our fee for service model. These discounts can often cover or even exceed our fee, saving you thousands of dollars. Our goal is to provide you with the best possible financial advice while ensuring that our services are affordable and accessible.
When you choose GPA Financial Planning, you can expect a personalized approach. We begin with an informal chat to understand your goals, aspirations, and challenges. We want to know what is important to you and where you want to be financially in the future. By taking the time to understand your unique circumstances, we can create a tailored plan that aligns with your values and helps you achieve your desired outcomes.
Our services include one-off, fee for service advice on insurance and superannuation/investments. However, the real value of our advice lies in the ongoing relationship and support we provide. We believe that financial planning is a lifelong journey, and we are here to help you make better financial decisions every step of the way.
During our meetings, we discuss various options, their potential benefits, costs, and risks. This allows you to have a say in the strategies considered and ensures that you only pay for advice that aligns with your comfort level. We also provide projections of your financial situation, helping you determine the affordability of your goals.
If our advice is likely to improve your financial situation more than its cost, we will charge a fixed fee upfront for the analysis, research, preparation, and presentation of advice. If the advice does not improve your situation, we will refund the fee. Our aim is to provide significant value and immediately reduce the stress involved in managing your money.
Once the plan is implemented, we understand the importance of adjusting it as your situation and goals change. That's why we offer various support packages, including monthly reporting on cash flow, periodic reviews, ongoing telephone support, and proactive monitoring of risks. We provide a total of 13 other services to ensure that your financial plan remains on track.
At GPA Financial Planning, we believe that planning is not just about retirement; it is about achieving your dreams and enjoying life. Our advisers are dedicated to helping you find the balance between today and tomorrow. We will track your progress and ensure that you are in control of your future.
Our office hours are Monday to Friday from 9am to 8pm and Saturday and Sunday from 11am to 5pm. Please note that Saturday and evening appointments are only available at our Thornlands and Wishart offices.
Start your journey towards financial freedom by contacting GPA Financial Planning today. Let us help you achieve your goals and create a better future for yourself and your loved ones.
Contacts
71 Brindabella Circuit, Thornlands, Queensland 4164, Australia
Hours open
Monday:
09:00 - 20:00
Tuesday:
09:00 - 20:00
Wednesday:
09:00 - 20:00
Thursday:
09:00 - 20:00
Friday:
09:00 - 20:00
Saturday:
11:00 - 17:00
Sunday:
Closed
Reviews
"Matt is very easy to talk to and understands not only finance like the back of his hand but he understands our situation and has a very simple targeted approach to getting us where we want to be. If you want a financial advisor in the redlands, see Matt"
"I found Matt at GPA Financial Planning to be very professional, knowledgeable and helpful during my financial planning session. He was patient, happy to explore all the options with me and answer any questions I had. He clearly cares about his clients and works hard to give them the best service and advice possible. I would not hesitate to recommend the service to my friends and family and I look forward to going back in the future."
"After being recommended to see Matt by a friend I am glad that we went to him. Before meeting Matt we weren't sure our goals were achievable, From just one meeting we feel these goals are 100% achievable. We feel more excited about the future and the things we can acheive. Thank you so much Matt!"
"Matt is very thoughtful in the advice he gives me, I will be passing his name on to others as well."
"My name is Leo and I am a client of matt boxer GPA financial planning.in my opinion matt is very professional guy with a wealth of knowledge in what he does as he wants the best for his clients.my first impression when I met Matt was that he is an approachable friendly well presented person who went in to detail to find out what I wanted to achieve.if you want to have A an extremely good person to handle Your goals I recommend Matt as he wants to help you as a person not just a client."
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