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GPA Matrix

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Trading for 51 years

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About GPA Matrix

Established in 1973, GPA Matrix has evolved into a financial planning practice that encapsulates international experience with tailored advice for individuals, professionals and businesses. Our role is to maximise the probability of you achieving your financial goals. Employing state of the art technology and systems with fully qualified and experienced advisers we help people make better decisions in their financial lives. We have a policy of only taking on clients where we can add considerable value. This is established through: 1. A full review of your current situation showing whether you can reach your goals with your current plan 2. A report on how to reach milestones such as repayment of mortgage, funding goals like children's educations or renovations or reaching desired retirement income levels 3. Alternative strategies you may wish to consider which may improve your outcomes 4. A detailed cash breakdown so you can see the impact of various strategies on your everyday lifestyle

Services

  • Financial Services

  • Passport Service

  • Wealth Creation

  • Retirement Planning

  • Superannuation

  • Risk Strategies Advice

  • Death Cover

  • Permanent Disability Cover

  • Income Protection

  • Business Expense Cover

  • Trauma Insurance

  • Business Loan Protection

  • Buy/Sell & Protection

  • Keyman Cover

Reviews

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Anthony D

8 years ago

GPA has been with me through career and family growth, adjusting my insurance to my circumstances. During illness, GPA adequately insured me so I met my commitments and returned to good health. Key to GPAs commitment to clients are yearly reviews adjusting insurance and superannuation to changing priorities.

Location

1/41–45 Newcomen St, Newcastle NSW

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Ways to Pay

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    Cash

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    EFT

Licences

  • AFSL Licence No. 238256

GPA Matrix

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