REVIEWS

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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in the last week
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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in the last week
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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in the last week
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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in the last week
Scott Mcmahon
GJ Wealth helped me with wise investment decisions to grow my Superannuation. Highly recommend Matt & his team.
in the last week
Scott Mcmahon
Highly recommended.
in the last week
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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a week ago
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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a week ago