Unlock your financial potential with tailored planning strategies. Our experts are here to guide you through every stage of your journey, ensuring your goals are not just met, but exceeded.
GWM Adviser Services - Navigating Your Financial Future
Empowering you to achieve your dreams through personalized financial advice. Expertly guiding you through investments, protection, and wealth management.
Investment Management
Maximize your wealth with bespoke investment solutions. From equities to bonds, our seasoned advisers will craft a portfolio designed to achieve your financial aspirations.
Insurance & Asset Protection
Safeguard your future with our robust insurance and asset protection services. From income protection to business insurance, we’ve got you covered against the unexpected.
Who We Are
At GWM Adviser Services, we’re dedicated to forging the path to financial success for our clients. Our team, composed of seasoned financial advisors, excels in crafting bespoke strategies that align with your unique goals and aspirations. We believe in building lasting relationships based on trust and transparency, ensuring that we’re with you every step of the way.
Our expertise spans a comprehensive range of financial services, from investment management to insurance and asset protection. We’re committed to empowering you with the knowledge and tools necessary for informed decision-making about your financial future.
Reach out to us online or call today to discover how we can assist you in achieving your financial goals.
Free Consultations 24/7
234-9876-5400
Our Philosophy
At GWM Adviser Services, our philosophy is rooted in a commitment to excellence, integrity, and innovation. We understand that financial planning is more than just numbers; it’s about creating a secure and prosperous future for you and your loved ones. Our approach is personalized and proactive, designed to meet the unique needs of each client.
Our Investments
These asset classes provide a comprehensive overview of the investment opportunities available through GWM Adviser Services, catering to a wide range of investment preferences and risk tolerances.
Services We Provide
Crafting personalized financial roadmaps to secure your future, tailored to meet your specific goals and lifestyle aspirations.
Strategically managing assets to maximize returns, leveraging market insights and innovative investment strategies for optimal performance.
Expert guidance on superannuation strategies to enhance your retirement savings, ensuring a comfortable and financially secure future.
Comprehensive insurance planning to protect you and your loved ones, offering peace of mind through life’s unexpected turns.
Ensuring your legacy is preserved and passed on according to your wishes with thorough estate planning and succession advice.
Providing businesses with strategic financial advice, from corporate structuring to mergers and acquisitions, for sustainable growth.
As CEO of GWM Adviser Services, I am proud to lead a team whose dedication to financial excellence is matched only by their commitment to our clients’ success. Every day, we strive to navigate the complexities of the financial landscape, ensuring our strategies not only meet but exceed your expectations.
Our ethos is grounded in transparency, integrity, and innovation. We believe in building lasting relationships, where your financial aspirations become our primary goal. From comprehensive planning to bespoke investment solutions, our mission is to empower you towards achieving your financial dreams.
Thank you for entrusting us with your financial journey. Together, we look forward to crafting a future where your financial goals are not just a possibility, but a reality
Stephen Whitelaw
C(CEO)
Peter Bennett
Chairman of the Board
Guiding strategic visions into reality, fostering growth and sustainability for our stakeholders and clients alike.
Karen Henderson
Chief Financial Officer (CFO)
Ensuring financial integrity and growth through strategic planning, risk management, and transparent reporting.
Alan Richardson
Chief Operating Officer (COO)
Dedicated to operational excellence, enhancing efficiency, and supporting our team to achieve the best outcomes.
Rajesh Patel
Chief Investment Officer (CIO)
Focusing on strategic investment opportunities to maximize returns and secure our clients’ financial futures.
Meet Our Planners
Wayne leverages 25 years of expertise in retirement planning and wealth management, prioritizing personalized strategies and client goals.
With 30 years experience, Peter excels in estate planning and tax strategies, ensuring clients legacies are protected and maximised.
Joanne brings 27 years of dedicated service in comprehensive planning and insurance, ensuring tailored, protective strategies for every client.
Peter specialises in corporate advisory and risk management, offering 26 years of strategic solutions for sustainable business growth.
Xuanjun’s 28 years in investment and superannuation advice empower clients through market insights and diversified portfolio strategies.
Henry, with 29 years in the field, focuses on investment strategies and retirement solutions, aiming for financial security and growth.
Over 10 years, Jason has focused on wealth accumulation and superannuation, tailoring innovative financial strategies to exceed client expectations.
Susan’s 30-year expertise in advising high-net-worth clients and managing sophisticated investment portfolios ensures exceptional, strategic financial guidance.
How We Work
Our Usual Process
1. Initial Contact
Speak with a planner via phone to start your journey.
2. Plan & Goals
Together, we’ll make a plan and set achievable financial goals.
3. Insurance Check
Ensure all necessary insurances are in place for protection.
4. Account Setup
Establish your account to begin your financial growth journey.
5. Wealth Growth
Relax as we strategically work on growing your wealth steadily.
Let's Connect
Get a free case evaluation today!
AVAILABLE 24 HOURS A DAY!
We are here
Mon-Fri 8:30am- 5pm / Phones are open 24/7