REVIEWS
Ross Leahy
Having relied on Sim and her team for nearly a decade I have no hesitation in recommending them as a group well equiped to look after our nesteggs.
I always feel like I am involved in the decisions made on investments and know that my occassional queries are treated with patience and alacrity.
Having relied on Sim and her team for nearly a decade I have no hesitation in recommending them as a group well equiped to look after our nesteggs.
I...
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Joumana Berry
Ray Acusa
Sim was very helpful in providing all the necessary information and steps for us to refinance. Genuine and honest which is what you would want especially when it comes to your own investments. Will definitely be working with them again!
Sim was very helpful in providing all the necessary information and steps for us to refinance. Genuine and honest which is what you would want...
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R R
Very happy with GJ Private Wealth. I have been with Andrew for years, and have no plans to go anywhere else.
Ivan Webber
Working with Andrew over many years has been a great experience. His knowledge of financial markets and understanding of our individual needs have provided us with tailored strategic advice that he makes easy to understand. This has allowed us to feel financially confident as we progress through retirement.
Working with Andrew over many years has been a great experience. His knowledge of financial markets and understanding of our individual needs have...
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Diane Brooks
Both my husband and I have been assisted by GJ Private Wealth for our financial advice for over 15 years. Andrew Caulfield became our advisor in early 2023 and we have found his advice to be very clear, concise and effective in providing personalised financial planning. Andrew is readily available to discuss and clarify any queries or directions we have and we can highly recommend GJ Wealth and Andrew Caulfield for any financial planning advice.
Both my husband and I have been assisted by GJ Private Wealth for our financial advice for over 15 years. Andrew Caulfield became our advisor in...
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David Lawson
Andrew has been my family's financial advisor for almost 20 years.
I have had a business and personal relationship with Andrew for the same period of time.
Andrew has always been available to discuss any matters in relation to investments held in our SMSF and make the appropriate timely recommendations and has been always taken my thoughts and concerns into consideration.
Andrew is extremely professional and has at the same time a very easy manner.
I would highly recommend Andrew as a financial adviser who always takes a holistic approach to his clients.
David Lawson
Andrew has been my family's financial advisor for almost 20 years.
I have had a business and personal relationship with Andrew for the same period of...
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Gilda Severino
Have been dealing with GJ Private Wealth for a few years now. Find them totally professional and a pleasure to deal with. Now that I am totally retired, I have the confidence that fiscally I can live the best life possible. Highly recommend them to anybody, no matter what stage of life you are in.
Have been dealing with GJ Private Wealth for a few years now. Find them totally professional and a pleasure to deal with. Now that I am totally...
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Scott Mcmahon
GJ Wealth helped me with wise investment decisions to grow my Superannuation.
Highly recommend Matt & his team.
Scott Mcmahon
Highly recommended.
peter tkachuk
I’ve been fortunate throughout most of my business career to have invested funds through GJ Wealth who have offered sage advice to the various stages of accumulation.
We have created a mutually and relatively, conservative portfolio combined with a model formulated for accelerated growth opportunities. Always mindful towards market vigilance to the selected portfolio’s critical activities and to potential upsides on new /change assets
This has allowed us to create a very long standing relationship built on trust, access and mutual respect to enable a positive and safe consistency to confidence to ensure our future prosperity with great communication being a key aspect of our collaboration
I’ve been fortunate throughout most of my business career to have invested funds through GJ Wealth who have offered sage advice to the various...
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Teresa Cooper
GJ Private Wealth has been a positive supportive tool for my financial planning and success over the last decade. I have utilised their expertise for my super, financial planning, mortgage broker and general go to for advice!! The team have always been supportive, great communicators and happy to engage in good banter, to see justification from both sides. For me they have been a one-stop-shop across all areas of financial security and guidance. As that single parent over the years, who continued to work and push hard, I never imagined the annual conversations would actually leave me today in a good space. I highly recommend GJ Private Wealth as an investment!
GJ Private Wealth has been a positive supportive tool for my financial planning and success over the last decade. I have utilised their expertise for...
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