Wealth planning forms the foundation of a solid wealth management strategy.

Whether it's safeguarding your children's financial legacy, unravelling the complexities of taxation, or meticulously charting paths for succession, retirement, or relocation, GIM Trading's dedicated wealth planning team is fully equipped and stands ready to empower you and your family for the future.

Wealth Planning

In the realm of wealth planning, there's no one-size-fits-all solution. We believe in personalised guidance tailored to your unique goals, requirements, and financial landscape. Through collaborative discussions, we gain a comprehensive understanding of your aspirations, enabling us to pinpoint opportunities for enhancing your financial standing and elucidating the potential impact of these strategies.

GIM Trading - Investment Services

Estate Planning

Whether you're contemplating legacy preservation for your loved ones or seeking to mitigate inheritance tax liabilities, our team collaborates closely with your tax and legal advisors to craft tailored solutions that align with your goals.

Your Benefits

  • Expert Guidance
  • Specialised Assistance
  • Tailored Solutions
  • Trusted Partnership
  • Comprehensive Risk Management
  • Continuous Performance Monitoring

In a world where financial landscapes are ever-evolving, having a partner who offers expert guidance, specialised assistance, tailored solutions, and a trusted partnership is invaluable. Our team, equipped with a deep understanding of your goals and requirements, provides personalised advice to empower your decision-making.

With access to a diverse pool of investment products, services, and dedicated wealth planning experts, we are poised to design a portfolio that not only aligns with your goals but also adapts to your changing needs over time. Our commitment to crafting bespoke wealth solutions ensures that your financial plan remains a true reflection of your aspirations at every turn. As a global wealth manager, we stand as a pillar of stability and assurance, laying the foundation for a successful, long-term relationship grounded in mutual trust and confidence.

Our Investment

Our investment services portfolio is designed to cater to a broad spectrum of financial aspirations and risk appetites, featuring a comprehensive suite of options that include Australian Equities, Alternative Investments, Fixed Income, Global Equities, and Private Equity.

  • Australian
  • Alternative
  • Fixed
  • Global
  • Private

When we collaborate on achieving your financial goals, success is well within your reach.

Partner With Us

GIM Trading

Level 10
440 Collins Street,
Victoria, Australia