Geach Donaldson and Associates, an independent financial advisory firm founded in 1990, specializes in investment, retirement, cash management, foreign exchange, tax, and estate planning. Committed to customer-centric service, GDA guides clients through complex financial decisions, ensuring a secure financial future for them and their families.
We help guide clients through some of the important financial and life decisions they face with an independent professional long term view.
With so much noise, risk and jargon in the financial world, we help clients distill and discern what is relevant to their own financial and life path.
This is where many of us fail in taking our intentions to actions. We assist clients in acting on their decisions and plans.
We know that making the best decision toward you and your family’s financial wellbeing, for this generation and the next, is increasingly difficult in a world of infinite choices, changing rules and emotive news flow. We come alongside you to guide you through these choices, discern what is important and ultimately act on those choices to create a secure financial future.
Geach Donaldson and Associates (GDA) is an Independent financial advisory firm that was started in 1990 by David Geach. GDA has grown its team and abilities to provide holistic and independent advice that has since inception always been customer centered. Through the years the firm has prided itself in providing personal service to a range of clients specialising in investment, retirement, cash management, foreign exchange, tax and estate planning.
Dear Friends of GDA, Last week Thursday, Wesley and I were working together on finalising a newsletter that he had prepared on ‘Change is in the Air’ and the uncertainty that elections bring and ultimately how they do or don’t affect investment returns – I think you will find it
RA’s and TFSA’s- Retirement AWESOMES and Tax free SUPER accounts A very big hello to all our wonderful clients. If we haven’t managed to catch up with you yet in the new year, our hope is that you have entered 2024 feeling refreshed, recharged and ready for another wonderful year
We will send you adhoc newsletters from our GDA team filled with insights into the financial markets, advice on personal financial planning, money tips and tools.
