Gordian Wealth in Brisbane, Queensland, Australia | Financial service

Gordian Wealth

Locality: Brisbane, Queensland, Australia

Phone: +61 411 742 166

Address: Level 23, 127 Creek Street, 4001 Brisbane, QLD, Australia

Website: http://www.gordianwealth.com.au

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• Financial service
• Mortgage brokers
• Financial planner

25.01.2022 Gordian Wealth hopes that everyone is staying safe during this difficult period... With the high level of uncertainty around employment & the future of the economy, we believe that a clear & precise budget can calm nerves & allow clients to plan for the worst, while hoping for the best. To provide assistance to individuals & families where we can, Gordian Wealth will be offering our Budget Management Tool to any who requests it, obligation free.... In addition to providing the Budget Management Tool, Gordian Wealth will happily schedule a free 30 minute Zoom video-conference to review your budget, provide general feedback & assistance in this difficult time. If you're interested in obtaining the budget tool simply email us at [email protected] or reach out via one of our social pages.

25.01.2022 Did you know that Gordian Wealth Planner Brokers come to you! We understand peoples struggle to balance work, family & finances. So let us make your life easier, nominate a time works well for you & we can lock it in!... Book today https://calendly.com/gordianwealth/60min

24.01.2022 Concerning figures released from Australian Bureau of Statistics (ABS) recently. Figures are showing 6% fall or approximately 750,000 job losses between March 14th & April 4th. It's important that individuals & families tighten their belts & manage their finances through this period.... Media chatter about a U or V shaped recovery may not be correct & these issues may persist well into 2021. Therefore it's always advisable to plan for the worst & hope for the best!

23.01.2022 Tired of paying excessive insurance premiums? Unsure what you're actually insured for? Gordian Wealth's insurance fact sheet is here to help!... Book a free consultation with a Planner Broker today to assist in reviewing your cover. https://calendly.com/gordianwealth/60min

22.01.2022 Make the Most of our EOFY Offer! With the EOFY getting ever closer, Gordian Wealth is still offering a 20% cash refund of upfront commissions earned on all new loan applications or refinances of existing debts. That equates to be approximately $572* refund!... The offer will be running from 25th May to 30th June 2020 & will apply for any applications submitted during this period & settled prior to 30th September 2020. Simply schedule a 30 minute meeting with our Planner Brokers today & we can do the rest! https://calendly.com/gordianwealth/30-minute-meeting *estimated refund of commissions is based on a loan application of $400,000 mortgage *Any refinances would require a cost benefit analysis prior to submission

22.01.2022 Looking for a simple, no nonsense approach to finance & retirement planning? Well Gordian Wealth Planner Brokers have you covered. Speak with us today & let us take the stress out of your financial life!... #plannerbroker #brisbane #Finance #Retirementplanning

20.01.2022 What's your plan for retirement ? Majority of Australians dream of retiring early, yet the average retirement age is 63. Our experience indicates, the most effective retirement strategies are created & implemented early on in life.... Contact Gordian Wealth Planner Brokers today & start your journey to an early retirement!

20.01.2022 Are you considering access to your superannuation savings due to the COVID-19 outbreak? Are you unsure if you qualify or if you should access your super? When determining the best path, it's important to assess your current circumstance but also your future goals.... Gordian Wealth's Planner Brokers are experienced in assisting clients with meeting current & future financial goals. Schedule a free 30 minute general discussion directly with us now & we can provide a guide on the positive & negative effects! https://calendly.com/gordianwealth/30-minute-meeting

19.01.2022 Exciting News! The Government has announced the new $25k Home Builder Grant. The Home Builder Grant will be open to first & existing home buyers.... The Facts - $750k maximum value for new homes - Renovations valued from $150k to $750k - Maximum home values of $1.5M - To qualify income must be: - up to $125k p.a for an individual - $200k p.a combined for a couples - Contract must be signed between now & 31st December 2020 & begin within 3 months Additionally this Grant can be "stacked" on to other state grants, which you can see below. Schedule a 30 minute Zoom Meeting today & we can determine what grants apply for you! https://calendly.com/gordianwealth/30-minute-meeting

18.01.2022 How much is enough for retirement ? Statistics show that majority of Australians require approximately $65,000 per annum at retirement. The Million dollar question is, how do you build enough wealth to meet that income need...... Gordian Wealth Planner brokers are experienced in transforming assets into income! Reach out today & we can begin your retirement planning journey!

18.01.2022 COVID-19 Update With growing concerns about the spread of COVID-19, we are reaching out to let you know that Gordian Wealth is well placed to meet your needs, as new and existing clients, through this challenging time. Gordian Wealth will continue to operate at full capacity, and with the possibility of further restrictions looming, we are equipped to work remotely and can offer meetings via video-conference.... While the situation is fluid, we are here to work with you to ensure that your financial needs are met. If you have any questions or concerns, please get in touch.

16.01.2022 Are you a registered doctor, law practitioner, or CPA qualified accountant? Then you may be able to access special interest rates as low as 2.89%* Other benefits include borrowing up to 90% Loan to Value Ratio (LVR) with no LMI or annual fees!... Available for new home loans, investments & refinancing. Reach out today & we can assess your eligibility!

15.01.2022 Financial Planners manage your investments & superannuation. Mortgage Brokers manage your investment & home loans. A Planner Broker, does it all!... Speak to Gordian Wealth & streamline your financial team. #plannerbroker #mortgagebroker #financialplanner #brisbane

14.01.2022 Ever wondered what superannuation fund best suits your needs ? A sure fire way to working it out is to determine what you value most. Do you prefer saving money or chasing higher returns? Or are you determined to not invest in unethical investments ?... These attributes all play a role in what in determining suitable products & investment. Thankfully Gordian Wealth Brisbane based Planner Brokers have options that fit each client & are trained on how to tailor strategies to meet you needs! Reach out today & we can explore your options together! #Mortgagebroker #Financialplanner #Brisbanebroker #PlannerBroker

14.01.2022 Goals Goals Goals! Although 2020 has been a difficult year for most, we always have a glass half full approach. Make the most of the self isolation period, begin your families & personal self improvement journey.... Start the process by laying out your health, lifestyle, financial & work goals! Writing down your goals assists in not losing sight of the end result. We've attached Gordian Wealth's goal sheet for references but don't stop there. Expand, Plan, Execute. Take control of the remainder of 2020!

13.01.2022 Meet Gordian Wealth's inaugural employee of the month... Mr Monty "Moo Moo" Hawley Monty was awarded the prestigious achievement after successfully assisting his Planner Broker with:... - Helping creating holistic retirement plans - Financing a new family home - Reviewing clients superannuation to reduce ongoing costs Monty's gift will be a trip to Sandgate to chase birds & meet other doggo's this coming weekend! #Mrmoomoo #plannerbroker #Englishcockerspaniel #Cockerspanielpuppy #Brisbane #Sandgate #Retirement #Superannuation #Broker

13.01.2022 The savings just keep on coming! The RBA has cut rates again to a new record low of 0.75% So what's the benefit in reviewing & potentially refinancing your home or investment debt?... Thousands & thousands of savings is what ! Below is a great example of potential savings you can take advantage of. Get in touch and we can review your situation together!

13.01.2022 Saving for your first house ? Wanting to pay your home loan off faster ? Considering retirement ?... Managing your cashflow is a key competent to success in all areas! If you want to take control of your cashflow then get in touch with a Gordian Wealth Planner Broker today! #plannerbroker #mortgagebroker #financialplanner #brisbane

13.01.2022 Loyalty, Loyalty Loyalty. Did you know that majority of banking institutions offer reduced rates for new customers but not for existing ones. Loyalty in the banking sector is a thing of the past, so why not review your finance structures & get those savings!... Book a free session with Gordian Wealth's Brisbane based Planner Brokers. https://calendly.com/gordianwealth/60min #PlannerBroker #Mortgagebroker #Financialplanner #Brisbanebroker

12.01.2022 Did you know that superannuation equates to be your second largest asset at retirement! Yet majority of Australians ignore or disregard their superannuation until later in life. In our experience, clients who engage & monitor their super regularly, retire with larger balances.... Reach out to Gordian Wealth Planner Brokers today if you would like to review your super & plan for your retirement!

12.01.2022 Gordian Wealth's Planner Brokers believe that educating clients on different investments & strategies is a core part of our role. If you have questions about investments, superannuation or debt reduction strategies then get in touch! #Mortgagebroker #Financialplanner #Plannerbroker

12.01.2022 Searching for a suitable super fund? Use our superannuation fact sheet to help guide you! Or schedule a free consultation with a Gordian Wealth Planner Broker today to discuss further!... https://calendly.com/gordianwealth/60min

11.01.2022 "Failing to plan, is planning to fail" Make 2020 the year in which your financial dreams come true! Start your wealth planning journey today, grab a coffee, notebook & pen then begin listing your dreams & goals!... #financegoals #plannerbroker

11.01.2022 Have you ever been talked into an investment you didn't understand ? Understanding your investments is a key element for successful investment strategies, as it allows you to make educated decisions when it matters most. Gordian Wealth's Planner Brokers are trained to create tailored investment portfolios that are suited to your needs & wants.... Reach out today & we can start building your investment portfolio together! #Mortgagebroker #Financialplanner #Brisbanebroker #Plannerbroker

10.01.2022 Our experience has shown effective retirement plans are holistic in nature. This means the plans incorporate your personal assets (family home, stock portfolios, investment properties etc) & your superannuation. Assessing & managing all of these areas is integral to ensure you build a retirement balance sufficient to meet your income needs in retirement!... If you're looking to create a retirement plan, or review your existing plans, then reach out to Gordian Wealth Planner Brokers today! #Mortgagebroker #Financialplanner #Brisbanebroker #PlannerBroker

08.01.2022 With significant drop in Australian & global share markets, we've received a large influx of questions about the viability of investing some savings. As such we thought it would be a good opportunity to provide some general guidance to assist individuals when they need it most! 5 general things to consider before investing into Australian or International equities:... 1 - Do you have stable employment? 2 - What is your investment time frame? 3 - Have you developed an investment/trading strategy? 4 - Will you require the invested funds for ANY reason inside the investment time frame? 5 - If markets fall further what would your reaction be? In times of significant volatility & economic doubt, ensuring you have a sound strategy is integral to success. If you would like to discuss your scenario then reach out to our Planner Brokers today.

06.01.2022 What is a Planner Broker ? Simply put, a Planner Broker is a finance professional who is both an licensed & registered Financial Planner & Mortgage Broker What does this mean for you ?... This dual qualification allows clients to streamline their financial team & receive holistic financial & mortgage advice from the one professional! Reach out to our Planner Brokers today & we can start building your holistic plan together.

05.01.2022 What wealth creation strategy is best suited to your needs? Gordian Wealth Planner Brokers are experts at determining the most suitable strategy for your needs. Schedule your free wealth planning session today & take control of your future!

04.01.2022 Brisbane nominated as the number one city for property investment in the country! If you're wondering how to take advantage of future growth in Brisbane, then wonder no more. Reach out to Gordian Wealth's Planner Brokers today for a free wealth planning session!

04.01.2022 Searching for the perfect family home? Speak to us today to find the best home loan product & rate! https://calendly.com/gordianwealth/30-minute-meeting

03.01.2022 What's a good interest rate in the current market ? If your paying above 4% interest, then your paying to much! Reach out to Gordian Wealth Brisbane based Planner Brokers today for check up on your loans!

02.01.2022 EOFY Offer! With the EOFY approaching Gordian Wealth is excited to announce a 20% cash refund of upfront commissions earned on all new loan applications or refinances of existing debts. That equates to be approximately $572* refund!... The offer will be running from 25th May to 30th June 2020 & will apply for any applications submitted during this period & settled prior to 30th September 2020. Simply schedule a 30 minute meeting with our Planner Brokers today & we can do the rest! https://calendly.com/gordianwealth/30-minute-meeting *estimated refund of commissions is based on a loan application of $400,000 mortgage *Any refinances would require a cost benefit analysis prior to submission

02.01.2022 Has your Accountant organized a pre-June 30 meeting yet? If you are operating a business, tax planning is essential to ensure you maximize your businesses position. Time is ticking by quickly, so get in & organize a catch up with your Accountant to have your tax planing completed.... Alternatively if you're in need of a pro-active Accountant, simply reach out to a Gordian Wealth Planner Broker & we will happily put you in touch with one of our strategic Accounting partners!

02.01.2022 Wanting to renovate the family home? Install a pool to enjoy the long summer ahead ? Or just enjoy a nice holiday without accumulating major credit card debts? Releasing equity from your home is a simple & effective way to achieve your goals!... Speak to a Gordian Wealth Planner Broker today so we can explore your options together.