Welcome to Gant Management
As of 1 April 2025 we have partnered with Wealth Logic Pty Ltd to enhance our capacity to provide quality service and meet the increasing demand for a broader range of financial services. Wealth Logic’s attitude to ethics and business culture are very much aligned to that of the team at Gant and are very well placed to support us and our clients into the future.
Please click on the Wealth Logic logo above to be redirected to the Wealth Logic Website.
A financial plan is the best way to make sure your finances meet your immediate and future needs.
Good financial advice can pay for itself many times over by helping you optimise your investment, debt and taxation position.
Financial advice starts with a financial plan and often builds through an ongoing relationship with an adviser. Two critical components determine how prepared you are to build and preserve wealth:
A financial plan outlines your goals and how you will financially achieve them.
It can include:
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- o An analysis of your financial situation covering your income, debts/loans, spending habits and level of current savings
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- o Tax-effective wealth creation strategies using investment vehicles, tailored to your individual financial needs
- o Retirement planning strategies to maximise your superannuation and ensure you save enough for a comfortable retirement.
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- o Review your wealth protection needs and ensure you are adequately covered
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A financial plan (or statement of advice) is developed specific to your personal situation and goals. The plan includes sophisticated financial strategies designed to manage investments, debt, tax, legal, retirement and estate planning.
Your Gant Management adviser can provide ongoing service by monitoring and, as required, updating your financial strategies and investments to align them with your personal goals.
Gant Management provides comprehensive tailored financial solutions via experienced advisers, supported by a team of experts, specialising in Wealth management for individuals and families.
Our advisers are Representatives or Authorised Representatives of Gantfm Pty Limited. Australian Financial Services Licence number 306630. ABN 57 836 901 300.
A personalized strategy for each of your life goals.
Major Purchase
This is for investors who are saving for a home down payment, future tuition, or any other specific purchase or event.
Build Wealth
Often you don’t have a specific reason to save but still want to grow your wealth over a long period of time.
Safety Net
This is one of the highest priority goals we recommend for investors, designed to ensure you have an emergency fund.