Melbourne Accountant & financial planner

Hi Guys
I was wandering if anyone knows of a good financial adviser or accountant based in Melbourne who has experience in property investing. I really need to use someone who can give strong investing advice on such things as how to structure loans to best suite portfolio development and tax minimisation.
Thanks in advance
Kyal
 
Try his son, James GG

He's not a financial planner though.

IMHO the best type of investment advisor is qualified as an accountant AND a financial planner, and charges fee-for-service only, with no commissions, or rebates all commissions...and is a keen property investor themselves too! - I don't know that they exist...
 
He's not a financial planner though.

Correct James is not a financial planner, but he walks his talk.

IMHO the best person to listen to is someone who has done or is currently well on their way to doing what you want to do. In other words they are walking their talk.

You dont need to consult a financial planner to be financially free.
 
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When Dale GG retired & sold the business to the new entity, James went on to work with the new entity for a few months.

But he later left the firm as well.

He used to do my tax and did a very good job. But I'm not sure if he is working as an accountant anymore, and where.

If you are out there James and still working, please let us know where.
 
My wife runs a small accounting co. and I will soon be completing the dip. of financial management. What we intend to do is not be like 99.9% of planners and recieve a commission from products (such as man. funds) they are selling but rather steer people in the right direction as far as what properties they should look at, how to structure loans, how to organise loans, discovering where all their income goes etc. Fundamental and complex issues that many on this forum have an understanding of, but can take some time to discover and potentially a person can incur costly mistakes gaining the experience. We also intend to make use of a licensed RE agent. Everything will be transparent to our clients as far as commissions and other associated costs go of course.
I have 12 yrs of investing experience and have learnt some valuable skills from those years, experience you cannot get from a book or forum. I also have post graduate business qualifications and have built substantial wealth, so clients will be dealing with someone who has actually "done it"
cheers
pieman
 
Why did james move?

why didn't james continue with his fathers company?
I just started (last financial year) using GG+A on the advice from this forum, is anyone else still using them and do you think they are keeping in the interests of Dale?
Is it worth moving to Nancy Keep & Associates in Blackburn? Do they do a better job backed up with all the advice james is loaded up with from working with his father?
 
I believe that Pat is now running GG&A (as well as posting here and writing for API Magazine).

Pat

I'm not sure whether they offer FP services?
 
Has anyone used Pats services before and can recommend? Any other suggestions on good financial planners/advisors in melb would be appreciated.
 
kskyring - I can highly recommend 'Strategic IF'. They have served me very well of recent times & I have refereed fam & friends of which a couple have been suitable impressed and are now also using Strategic IF.

You can find details on them www.strategicif.com.au

That's my 2c worth, hope it helps:)
 
I believe that Pat is now running GG&A (as well as posting here and writing for API Magazine).

Pat

I'm not sure whether they offer FP services?

Thanks Redwing, Yes I am the Principal of Gatherum-Goss & Assoc. and previous to taking over the reins from Dale I had dealt with many clients with properties in trust structures. I have a property portfolio of my own and have been developing this over the last 8 years being inspired by the likes of Jan Somers and so it was natural that when the opportunity came up to run with GGA it was a natural fit.

We still specialise in advising clients on tax advantaged structures including hybrid trusts, unit trusts and Self Managed Super Funds for their properties. I have been a CPA since 1993 and have a passion for property investing.

We do have financial planning partners who we refer work to and where we specialise in property and tax they specialise in Risk Insurances and Managed Investments.

Our firm is in Blackburn, James works for Nancy Keep in Mount Waverley.
 
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