GFM Wealth Advisory in Camberwell, Victoria | Accountant

GFM Wealth Advisory

Locality: Camberwell, Victoria

Phone: +61 3 9809 1221

Address: 190 Through Road 3124 Camberwell, VIC, Australia

Website: https://www.gfmwealth.com.au/

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25.01.2022 We would be delighted if you would join us on Wednesday 14th April at 10.30 am for a live webinar on the Magellan Global Fund. Paul Nicol, Managing Partner, will host our special guest Arvid Streimann, Head of Macro and co-Portfolio Manager of the Global Equity Strategy. The Magellan Global Fund invests in the world’s best 20 to 40 global stocks. The portfolio aims to deliver 9% p.a. over the economic cycle while reducing the risk of permanent capital loss.... This will be a terrific opportunity to discuss with Arvid the current macroeconomic environment and Magellan’s investment process, and current stock positions in the Global Fund portfolio. Please click here to reserve your place https://www.gfmwealth.com.au/news-info/webinar-registration/ #GFMWealthAdvisory #financialplanning #wealthmanagement #financialadvice #financialadviser #financialplanner #investing

25.01.2022 We would be delighted if you could join us on Wednesday the 9th of December at 10.30 am for a live webinar on the WAM Microcap Fund. Paul Nicol, our Managing Partner, will host our special guests Oscar Oberg and Tobias Yao, who are Portfolio Managers at Wilson Asset Management for the WAM Microcap Fund. Microcap describes the smallest investable stocks on the share market. We are attracted to the Microcap space for several reasons:... - It is a large and diverse universe: - It provides an opportunity for excess returns due to poor coverage: - It provides access to early-stage companies which are growing their earnings strongly: - Microcaps typically have more focused management and board: - It is a hunting ground for corporates: Please click on the link below to reserve your place: https://gfmwealth-au.zoom.us//re/WN_JCzVGuc2TlepekEJe_ZQOw

12.01.2022 We held our 18th Annual Golf Day at Riversdale Golf Club on Friday 26th March 2021, attended by many keen golfing clients. Everyone had a fantastic time, and we were blessed to have perfect weather. It was also great to have new players join us this year. The course was in perfect condition, and we had some terrific prizes on offer. Congratulations to Chris Simpson, Olivia Fleming, Patrick Malcolm, Michael Fogarty with an Ambrose Score of 51.02!!!... The Runners-Up with a score of 54.41 were Greg Beaman, Brian Harriss, Tony Kemm, Ron Yee. #GFMWealthAdvisory #financialplanning #wealthmanagement #financialadvice #financialadviser #financialplanner

09.01.2022 The team at GFM are delighted and proud of Ivan Yeung for reaching 10 years of service with GFM Gruchy Accounting. Ivan is an outstanding accountant who always strives to achieve the best outcomes for our clients. He is a wonderful person, and we are lucky to have him on our team! Congratulations Ivan! #GFMGruchyAccounting #GFMWealthAdvisory #taxation #taxplanning #accounting

08.01.2022 We held our sixth webinar on Wednesday the 25th November, where we provided an update on our preferred private asset fund, the Ellerston JAADE Private Assets Fund. We were delighted to see so many interested clients and guests dialling in to hear from Paul Nicol, our Managing Partner and our special guest presenters David Leslie, Co-Portfolio Manager, Ellerston JAADE Private Assets Fund and Toni Korsanos, Investment Director within the JAADE Australian Private Equity team. Pa...ul, David and Toni discussed private asset investing, and the areas we covered included: What is private asset investing The important criteria when investing in private assets. What do Ellerston look for in a private business? Observations of the performance of private asset markets versus public markets in 2020 How do the quantity and quality of opportunities of private assets look at present? An update on current investments in the JAADE fund including Mable, SiteMinder and Camms The pipeline of new potential investments for JAADE Thank you to David and Toni for their assistance with this webinar, it is much appreciated. Click on the link to view the webinar: https://www.gfmwealth.com.au//meet-the-manager-ellerston-/

08.01.2022 The GFM Team attended our annual off-site conference on Thursday and Friday at Lancemore Lindenderry, Red Hill. It was fantastic to take some time out of the office to focus on big picture planning items for the business and for the team to socialise in a relaxed environment. We were delighted to have our special guest presenter Eli Glotzer, National Head of Accounting & Financial Services at Macquarie Bank. Eli shared his knowledge on industry trends and developments in F...inancial Planning and Accounting. One of the takeouts from Eli’s presentation is the power of adaptation in a constantly changing environment. A big thank you to Eli for his insightful presentation! We all had a great conference and enjoyed our stay at Lindenderry. #GFMWealthAdvisory #financialplanning #wealthmanagement #financialadvice #financialadviser #financialplanner

05.01.2022 We were delighted to see so many interested clients and guests dialling in to hear from Paul Nicol, our Managing Partner and our special guest presenters Oscar Oberg and Tobias Yao, who are Portfolio Managers at Wilson Asset Management for the WAM Microcap Fund. Paul, Oscar and Tobias were very insightful in their discussion on Microcap investing. The areas we covered with Oscar and Tobias included: The definition of a Microcap company here in Australia... Why investors should be looking to invest in Microcap companies? The investment selection criteria WAM applies to the selection of Microcap companies in its portfolio Why we are currently witnessing an incredibly strong environment for Microcap investing despite the difficult environment of COVID. Can WAM Microcap invest in the pre-IPO market, for which we have seen significant activity recently? Sectors in the Microcap market which appeal at present Some of the key holdings in the WMI portfolio Thank you to Oscar and Tobias for their assistance with this webinar, it is much appreciated. Click on the link below to view the webinar. https://www.gfmwealth.com.au//meet-the-manager-wilson-ass/

05.01.2022 We held our second webinar for the year on Wednesday, 14th April, where we provided an update on the Magellan Global Fund. We were delighted to see so many interested clients and guests dialling in to hear from Paul Nicol, our Managing Partner and our special guest Arvid Streimann, who is the Head of Macro and co-Portfolio Manager of the Global Equity Strategy at Magellan. Paul and Arvid were very insightful in their discussion on the current macroeconomic environment and als...o Magellan’s investment process and current stock positions in the Global Fund portfolio. Thank you to Arvid for his assistance with this webinar. It is greatly appreciated. Click on the link below to view the webinar. https://www.gfmwealth.com.au//meet-the-manager-magellan-g/ #GFMWealthAdvisory #financialplanning #wealthmanagement #financialadvice #financialadviser #financialplanner #investing

01.01.2022 From the team at GFM Wealth Advisory and GFM Gruchy Accounting, we wish you and your family a Merry Christmas. Enjoy your New Year break, and please stay safe. We look forward to continuing our relationship with you in 2021.