Ex­pert Ad­vice:

En­sure a bet­ter fi­nan­cial out­come from long- term pro­fes­sion­als

Bundaberg Style - - CONTENTS -

GCR Fi­nan­cial pro­vides ad­vice on main­tain­ing your fi­nan­cial needs.

C2G Fi­nan­cial Ser­vices has been ser­vic­ing clients through­out the Wide Bay, Sun­shine Coast, Bris­bane and Glad­stone re­gions for more than 35 years.

The busi­ness has clearly shown it is here for the long term and con­tin­ues to of­fer the long-term ser­vices and re­la­tion­ships that have been es­tab­lished over the years.

Louise Jeal­ous-Ben­nett, a su­per­an­nu­a­tion spe­cial­ist with an ac­coun­tancy back­ground with firmly grounded fam­ily roots in Bund­aberg, has been the pro­pri­etor of C2G since 2006.

She high­lights that since then, the world of fi­nan­cial plan­ning has changed a lot – many clients find them­selves in ei­ther out­dated prod­ucts or ser­vices with very high fees and no great re­turns.

“We wanted to join an in­de­pen­dent fi­nan­cial ser­vices en­ter­prise, one not owned by any bank, in­sur­ance com­pany, fund man­ager or su­per­an­nu­a­tion provider, so we could op­er­ate freely with­out in­sti­tu­tional re­stric­tion or bias,” she said.

“That is how we found GCR Fi­nan­cial and amal­ga­mated with them late last year.

“We can now pro­vide su­pe­rior ad­vice and ser­vices which are in our clients’ best in­ter­est, not the in­sti­tu­tion’s best in­ter­est.”

Gye Dun­can is the man­ag­ing di­rec­tor of GCR Fi­nan­cial Pty Ltd (AFS and ACL no.333543).

GCR stands for Gye, his wife, Cara, and their daugh­ter, Ruby.

GCR has grown to more than 6000 clients Aus­tralia-wide, ser­viced by ex­pe­ri­enced and loyal staff in three lo­ca­tions: Bris­bane and Nor­folk Is­land, Tam­worth and Bund­aberg.

Mr Dun­can brings more than 23 years of in­dus­try ex­pe­ri­ence and knowl­edge to the di­verse team that is GCR and said he be­lieved in learn­ing from the past while be­ing a for­ward-look­ing op­ti­mist, a strate­gic cal­cu­la­tor and a per­sis­tent achiever.

“The flow of suc­cess in­ter­con­nects with both per­sonal life and busi­ness life,” he said.

“For me, I love my work, so it doesn’t seem like work at all. “At­ti­tude is ev­ery­thing and I like work­ing with peo­ple of sim­i­lar pos­i­tive at­ti­tudes.”

Be­ing reg­u­lated by the Aus­tralian Se­cu­ri­ties and In­vest­ment Com­mis­sions, GCR em­ploys a full-time com­pli­ance man­ager, Marielle An­drew, to en­sure all client deal­ings are in ac­cor­dance with the rel­e­vant laws and reg­u­la­tions.

GCR/C2G’s in­de­pen­dence and spe­cial­ist level of ex­per­tise in the ar­eas of fi­nan­cial anal­y­sis and in­vest­ment man­age­ment has en­abled them to im­prove many of their clients’ in­vest­ment port­fo­lios with more flex­i­bil­ity, lower fees and higher net re­turns. They have been par­tic­u­larly suc­cess­ful in do­ing so in the ar­eas of self-man­aged su­per funds, re­tire­ment plan­ning and re­tire­ment in­come streams.

GCR/C2G has a team of ded­i­cated, highly trained staff in a range of ar­eas of ex­per­tise.

Chris Palmer has more than 38 years of in­dus­try ex­pe­ri­ence, dur­ing which he has won many awards.

He con­tin­ues work­ing as a fi­nan­cial ad­viser from the of­fice on Woon­dooma St, along­side Ms Jeal­ous-Ben­nett.

“This build­ing was orig­i­nally a corner store around the 1900s, sell­ing daily com­modi­ties, and we still have many of the items from back in those days on dis­play,” he said.

The team is sup­ported by Marye­len Collins, who has years of se­nior ad­min­is­tra­tive ex­pe­ri­ence and knowl­edge un­der her belt.

If you are in­ter­ested in hav­ing your in­vest­ments or su­per­an­nu­a­tion re­viewed,to find out if you can achieve a bet­ter out­come, GCR/C2G is here to help you.

PHOTO: MIKE KNOTT

EX­PER­TISE: The ded­i­cated C2G Fi­nan­cial Ser­vices team of Marye­len Collins, Louise-Jeal­ous Ben­nett, Chris Palmer and Nazia Ali.

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