GFM Gruchy Accounting

GFM Gruchy Accounting now operates as GFM Wealth Advisory, a privately owned Australian firm of financial planners and accountants. Its core specialism is self-managed super funds, alongside investment management and retirement planning, and it describes a history of about 45 years.

Services

• SMSF specialist advice: setting up and running self-managed super funds, including whether one suits a client.
• Investment management: portfolio construction and ongoing management of client investments.
• Financial planning: retirement planning for people approaching or already in retirement.
• Accounting: accounting services that sit alongside the planning and super work.
• Client events: webinars, newsletters and quarterly business lunches with fund manager panels.

Customers and markets

Pre-retirees and retirees, many of them running their own super funds. The firm points to long client relationships and an independent client-experience review of its service.

Key facts

• Trading name: GFM Wealth Advisory
• History: about 45 years; founded by Tony Gilham
• Leadership: Paul Nicol, Managing Partner, with the firm since 1999; Patrick Malcolm, Senior Partner
• Accreditations: Financial Planning Association members and SMSF Association specialist advisers
• Ownership: privately owned