WELCOME TO GTM FINANCIAL SOLUTIONS

 GTM Group

Hello and Welcome, my name is Gavin Moore and as the owner of GTM Financial Solutions it is my responsibility to introduce you to the business and give you a brief background on who we are, how we got to this stage and where are we going in the future.

There is nothing too imaginative behind the name, it is simply my initials and a description of what we hope to provide to our clients. What is important however, is what we stand for: Trust, Integrity and Compassion; attributes important in Business and Family Life.

GTM Financial Solutions commenced in early 2000 as a result of a desire to provide assistance to a small group of clients and friends, as well as improve my own work life balance.

GTM Financial Solutions is a Corporate Authorised Representative of Matrix Planning Solutions Limited. As a dealer group, Matrix provides support to its advisers through research, compliance, training software and administration.

The business has been built over time without too much fanfare. I have tried to ensure our core business values Trust, Integrity and Compassion (TIC) are part of every relationship.

As the business has grown, it is wonderful to see staff embrace these qualities in their relationships with clients as well. I don’t believe in excessive marketing and GTM Financial Solutions is testament to growth by referral only.

In 2011, GTM Financial purchased the business of Mike Ridge, another Matrix adviser.
Mike and I have known each other since 1996 and apart from Mike’s interest in gliding, we have very similar philosophies and principles when dealing with clients. As a result our businesses have merged together very well with a reasonably seamless integration. Mike will be missed following his retirement on the 26th June 2014.

Our Clients are in all stages of life, we aim to be there every step of the way to guide you on your financial journey. We value a trusting relationship and strive towards a personalised hand-on approach, focusing on individual needs and aspirations.

Our Philosophy - To call you our client, we must add value to the relationship:

  • To ensure confidence in our advice we must keep it free from any external influence or bias.
  • We seek to be identified as a professional provider of quality and considered financial advice and services
  • We also seek to earn income from our activities.
  • Our continued existence, as well as our credibility, is founded on us completing our commitments to our clients by the agreed time and for the agreed fees.
  • Relationships with our client will only flourish where there is genuine trust and openness, and where there is no hidden or implied bias, or financial consideration, to recommend any particular investment.

Meet Our Team

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“HELPING REAL PEOPLE ACHIEVE REAL FINANCIAL FREEDOM.”

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GTM Financial Pty Ltd ABN 98 088 101 017, Corporate Authorised Representative of Matrix Planning Solutions Limited ABN 45 087 470 200, AFSL & ACL No. 238256. Registered address Level 14, 20 Bond Street, SYDNEY NSW 2000

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