About GPA Financial Planning
GPA Financial Planning was founded by Matt Boxer with the vision of creating a tailored financial planning service to improve the lives of middle income families and couples in Brisbane. Prior to founding GPA Financial Planning Matt was a successful financial planner for 10 years and on the leadership team at a larger firm, winning several awards based on feedback and referrals from his clients. At GPA Financial Planning, Matt will personally be involved in working with you to create peace of mind for your financial future.
GPA Financial Planning works on a fee for service basis rather than for commission. We believe that you should be charged based on the service provided, rather than a percentage of your wealth. By charging you directly rather than making money from commissions and kick backs, you can be assured that our attention is focused on providing quality advice that is in your best interest.
GPA Financial Planning works with households and individuals for one off advice at a one off cost, or for an ongoing advice relationship for a monthly fixed fee. Because everyone’s service needs are different, and fees vary based on that, it is not possible to provide a menu of services and costs.
That being said, we will only offer our services if we are confident, and can demonstrate, that the benefits of the strategy and service significantly outweigh the cost of advice.
For example, if we offer you a service that costs $6,500 a year for running and monitoring a complex strategy, we might be looking to improve your situation by an average of $50,000 a year.
Also, because GPA Financial Planning is fee for service, we can negotiate discounts with product providers (in lieu of commissions) that can add up to thousands, sometimes more than covering our fee.
Honesty and Integrity
It is important to me that I follow through on my commitments and tell you the unvarnished truth, even if that truth is not what you want to hear.
GPA Financial Planning is committed to be uninfluenced by product providers and larger financial institutions. As such we are purely fee for service. Any commissions we receive will be rebated off the fee charged to you.
Having a relationship of trust between us is vital to a successful plan. I have to trust that you will tell me about changes and will not sabotage any plans we create, and you need to trust that my advice is in your best financial interests and that I have put your needs above all else.
GPA Financial Planning is a Corporate Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL Number 357306.
I am also a member of the Financial Planning Association and abide by their professional code of ethics. These are:
Client First: Place your client’s interests first
Integrity: Provide Professional Services With Integrity.
Objectivity: Provide Professional Services objectively
Fairness: Be fair and reasonable in all professional relationships. Disclose and manage conflicts of interests.
Professionalism: Act in a manner that demonstrates exemplary professional conduct
Competence: Maintain the abilities, skills and knowledge necessary to provide professional services competently.
Confidentiality: Protect the confidentiality of all client information.
Diligence: Provide professional services diligently.