GCR Financial
Private Wealth Advisers
Principled Wealth Management
At GCR Financial, we are a privately owned and boutique wealth management advisory. That means we offer open-minded advice and have the ability to move quickly to proactively seize new opportunities in the market.
We partner you with an expert private wealth manager who genuinely cares, so you can plan for the future with confidence.
Wealth is within your reach
Your golden years are a time to look forward to.
But most Australians feel uncertain about their retirement because they…
- Don’t know where to access trustworthy information
- Worry what will happen if the market crashes before or during their retirement
- Feel overwhelmed about managing their own investments
- Are too time-poor to take control of their finances
We don’t believe your retirement lifestyle should hang in the balance of what may or may not happen in the market. That is why we have developed a fully transparent process of growing your wealth.
You can trust that our advice is genuinely in your best interests, because we are not affiliated with any financial institution. We don’t see you as an account – we see you as a person with goals for the future.
Our private wealth management method is entirely unique to us
Developed by Gye E Duncan after years of research, our approach is a fully integrated pathway from financial planning through to wealth creation. Gye established GCR Financial with the belief that middlemen and financial product fees should not erode your wealth.
Granted with ASIC licencing authorisations, we do not need to rely on large financial institutions to build your wealth. This seal of authority allows us to offer truly open-minded advice as well as our signature Active Investment Management + Options (AIM+O) style of investing.
These fundamental aspects of our approach set us apart:
- AIM+O investing
- AFS/ACL licence
- Privately owned
- Transparent reporting
- Performance-based fee structure
- 24/7 SMSF management
- Top ASX100 share trading and option trading
- Down-to-earth advisers
- Regional locations
Values-first wealth advisers
Integrity
Financial industry interests do not control us, because we operate under the authority of our own ASIC licence. We are not affiliated with any banks, insurance companies, fund managers or industry superannuation providers.
Relationships
Wealth takes time to build. By future-proofing our operations and only working with genuine private wealth advisers, we deliver long-term service continuity. Each of our advisers has a decade or more of experience, and is invested in building relationships founded on trust.
Transparency
You are never left guessing. We explain our service and recommendations in a way that you understand. You receive all the information you need to make informed decisions upfront, and monthly reports and progress meetings once we commence working together.
Committed to regional Australians
The GCR Financial Group began in Brisbane and has grown to encompass a number of offices in regional Australia. Find our locations in Tamworth, Bundaberg, Norfolk Island and Brisbane.
We build wealth for
Retirees
You have saved your whole life, but there is no guarantee what the markets are going to do to your superannuation and investments.
A balanced strategy ensures you can access a steady source of income during any market lows, so your retirement savings remain intact.
Entrepreneurs and farmers
Even if you take risks in business, there is no need to take unnecessary risk with your personal wealth. Continue to grow your financial legacy with specialist advice that will see you through the feast and famine periods of business ownership, and build your retirement nest egg.
Professionals
You’ve worked hard to get to where you are, but you want more control. We help you to answer questions including how to start growing your wealth now and what kind of retirement lifestyle you can expect. With the right financial roadmap, you can live on your own terms in the future.
Insights
Navigating the outcome of the U.S. election
History suggests that investors shouldn’t be concerned about material asset return differences under different political administrations.
How to overcome your investment fears
Are you thinking of investing but feel held back? Here's how to get started.
Preparing to lodge quarterly January TBAR
The ATO is reminding SMSF trustees that if they have had transfer balance account events in the last quarter they must lodge a TBAR by 28 January 2025.
