ABOUT GOLCONDA
Golconda Group has been built on STRONG family values. We focus on nurturing long term relationships with our valued clients and their families, in many cases working with multiple generations of the one family.
Our VISION is simple but ambitious. To make a REAL difference to our clients and our community. Whilst we can easily help with all aspects of financial services available, we are at our best and able to provide the best value to our clients and community when partnering with you through life.
We make sense of all the ‘noise’ associated with your finances, provide straight forward advice to address your concerns, raise possible pitfalls and take advantage of opportunities to achieve your goals.
Our experienced team work hard to ensure you have the right advice when you need it most. It is this unwavering commitment to our clients that sets us apart from the rest.
As a CFP® (Certified Financial Planning) qualified firm, we set the highest standards for ourselves to ensure we are always acting in your best interest and working towards your expectations and goals.
FINANCIAL ADVICE
Financial decisions are rarely based on the financial facts alone. They are often heavily influenced by your life experiences, outside parties, or what interests and excites you.
Our journey often begins with a good coffee or cold beverage and a general discussion to discover your story. What’s important to YOU.
Good, bad or otherwise we like to educate clients on their options, so you can make an informed decision based on your circumstances and what is available to you.
Golconda Group delivers a comprehensive range of financial services tailored to your ‘why’, including wealth creation and management, strategic advice as well as risk management. Our professional team are well equipped to provide advice on business and succession planning, self-managed superannuation and retirement planning.
YOUR story is what it’s all about, our strategy relies upon it.
THE VALUE OF OUR ADVICE
Unless you’re an expert, the best way to achieve your wealth goals and protect yourself against risk is to partner with a professional wealth adviser like Golconda who:
understands who you are and where you are heading
listens to what you want and need
knows how to find quality solutions to achieve your goals
spreads, dilutes and eliminates your risks
stays in touch through a regular care program proactively manages your finances with an eye to the future.
Depending on your stage of life our advice areas below may have different levels of relevance or even urgency to you right now. Having said that we offer advice that considers all aspects of your financial wellbeing and prioritise that advice into your very personalised financial plan.
OUR PEOPLE
At Golconda Group, we know we are only as good as our team. We believe that we have the best team to look after our valued client’s needs, be it a complicated financial plan or service, through to a simple enquiry or follow up.
Whilst we demand a number of key qualities in our team, including professionalism and integrity, accuracy and efficiency, it comes down to one thing…they care. We all understand that whilst we might be assisting you with one small piece of your finances this can result in a significant long term lasting impact.
We also realise that it is important that you as our valued client have confidence in us.
For this reason, we introduce you to…our team:
STRATEGIC ALLIANCES
We have spent years building trusted relationships with industry specialists.
We are proud of our experience and expertise, however if we are unable to address your unique situation one of our hand-picked specialists will.
Our specialists share our commitment to providing you with superior advice and include a team of highly qualified accountants, solicitors and mortgage brokers. If you are looking for investment specialists such as real estate agents, share brokers, bankers or credit unions, then we will happily put you in touch with the right person for your needs.