ABOUT US
Our History
Jeremy Gallet was the founding member of Jeremy Gallet and Associates in 1974. The Gallet Group developed into a dynamic service provider within the financial planning, retirement, employee benefits and healthcare industries. The business focus has always been centred around our client’s specific needs, and we have always strived to provide an exceptionally high level of personalised service.
In applying the highest ethical standards to all areas of the business since inception, the Gallet Group reputation has been built on a solid foundation of trust, reliance, and dependability; attributes that have contributed to continued success over the last 40, plus years.
Personal Financial Planning
GFP Financial Planning was established to focus on and service the personal financial planning needs of individual clients under the Gallet Group of Companies, focusing on their wealth accumulation and preservation needs. This extends to amongst other things services, risk benefit analysis, retirement planning, and investment planning. We make every effort to Keep up to date with the latest products from all major investment and insurance companies so that we make the most appropriate choice for our clients and business.
GFP Financial Planning have a proven track record in retirement and investment planning and have, through their experience over the years, developed effective tools for evaluating investment performances – all performance data would amount to nothing without proper interpretation and analysis.
GFP Financial Planning also offers estate planning and assistance with the drafting of wills or setting up of trusts.
Our Philosophy
The company has always provided products and services around the needs of our clients.
We are 100% independent without any ties to other product providers or institutions. The result is a broad range of highly specialised and result-driven services aimed at satisfying the needs of our diverse and continually expanding client base.
Our Mission and Vision
We strive to remain the most customer-focused and service driven company in Financial Planning.
We achieve this through:
- Service
- Integrity
- Ethics
- Professionalism and Knowledge
Our Team
GFP Financial Planning offer a wide range of services. The services we offer are made possible through the combined efforts of our diverse, talented, and skilled Team. Our Team have a wealth of experience, and they are all qualified in their specific areas of expertise.
The extensive experience, expertise and industry involvement of our Team ensures that they are constantly in touch with current and future market developments.
Our Team are dedicated to meeting the needs of our clients in dependable and innovative ways, without losing their personal touch and result-driven approach. They will continue to grow our existing high levels of trust and professionalism, as well as to upgrade our services as the needs of our clients grow, or as legislation changes.
Administration costs
As a company we endeavour to obtain and negotiate the best rates available for the benefit of our clients.