Welcome to Garvan Financial Planning

  
Garvan Financial Planning, Fitzgerald Street, Northbridge, W.A. are recognised as qualified, knowledgeable professionals providing quality strategic and conceptual advice.

The most significant factor that sets us apart from our competitors is our dedication, our integrity, our ethics and the unequalled personal service we offer our clients.

Quality Advice
All advisers in Garvan Northbridge have been individually accredited by Garvan Financial Planning under their internal Quality Advice Programme. The Quality Advice Programme involves a defined set of standards for measuring quality of advice.


Who We Are and What We Do
Goldkey Holdings Pty Ltd is a boutique financial planning business.We are authorised representatives of Garvan  Financial Planning who hold AFS Licence (230692) issued by ASIC.

Business Principals and Planners
The business was founded in 1988 by Ken Edwards.  Nada Maticevic joined the financial planning industry in 1990, Zeza Mogg in 1991 and Michael Tan in 1996.

Our Clients 
We work towards developing long-term client relationships with you and your family.
  • Young Savers – We make investment recommendations for young and savvy people whose aim is wealth accumulation from early age.
  • Wealth Accumulators – We provide strategic, investment and insurance advice to single people or young families.
  • Pre-Retirement and Retirement Planning – We develop strategies to help you manage potential capital gains tax, take control of your superannuation, receive tax free income and maximise any social security benefits that you may be entitled to.

Our Mission
Our mission is to use our extensive industry knowledge and experience to help you put the strategies in place to maximise your income and your wealth.  We help you achieve the lifestyle you want by focusing on strategies that are sustainable over the long term and take into account the level of risk that you want to take.

 
 Our services are tailored to individuals.

 


Ken Edwards, Zeza Mogg, Nada Maticevic, Annie Mawson & Michael Tan.
Goldkey Holdings Pty Ltd
ABN 20 009 302 694

Authorised Representatives
GWM Adviser Services Limited

ABN 96 002 071 749
trading as Garvan Financial Planning
Australian Financial Services Licensee
Registered Office at: 105-153 Miller Street
North Sydney NSW 2060
© 2000 AdviserWorks