Our Process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.

Step 1

Discovery Call

Let's have a quick chat to see how we can work together to help you achieve your goals.

Step 1

Step 2

Gather Data

We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.

Step 2

Step 3

Financial Plan

We create a personalised financial plan that will serve as a roadmap towards your goals.

Step 3

Step 4

Implementation

We set your financial plan in action by implementing all your personalised strategies.

Step 4

Step 5

Support

There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.

Step 5

Get in Touch

Call 1300 736 480

Our Location

772A Station Street Box Hill North VIC 3129

Mailing Address

PO Box 4270,
Croydon Hills VIC 3136

Operating Hours

Mon - Fri: 9am - 5pm
Sat - Sun: Closed

Gurbinder Gill is a Principal and Financial Adviser at Gill Private Wealth Pty Ltd ATF Gill Private Wealth Family Trust trading as Gill Private Wealth and is an authorised representative of Apex Macro Financial Group AFSL 498715

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Wordpress website by Advant