At Garvan Financial Planning, our motto and goal is quite simple: we aim to help you secure your financial future. Our culture is centred on a network of advisers who are proud of the work they do on behalf of everyday Australians.
Garvan Financial Planning is one of Australia’s leading financial advice networks, with a long and highly reputable history. Carrying on a tradition personified over 125 years ago by MLC founder James Garvan, our customer-focused business values remain at the heart of everything we do.
Driven by this inspiration, Garvan Financial Planning has become a company dedicated to helping Australians grow their wealth to secure their financial future.
Large adviser network
Established over 20 years ago, Garvan’s financial planning adviser network now consists of over 350 advisers who are located Australia-wide. Our advisers are fully accredited and have a wealth of experience in the financial services industry. This allows them to provide high quality financial planning advice for all of your personal and business needs, including:
- Investment and wealth management
- Superannuation and self-managed superannuation
- Retirement planning
- Transitioning to retirement
- Personal and business insurance
Highest quality advice
Garvan Financial Planning and its advisers are able to draw on the knowledge and experience of the wider NAB Group in providing current and high quality financial advice and services to you.
The Approved Product List is a list of products that have undergone due diligence by research professionals. Garvan advisers can recommend products from the APL knowing that they stand up well in comparison to other products in the market, having successfully passed through a stringent upfront review process and ongoing monitoring.
We commit to work with you over time to adapt your plan as your priorities shift and help you realise your goals along the way.
Fee for advice
Garvan Financial Planning was one of the first of the larger Australian Financial Services Licensees in the industry to introduce a transparent ‘fee for advice’ model for all new clients from 1 July 2010 and for new superannuation and investment products recommended to existing clients from 1 July 2014. This means that our advisers clearly outline their fees in relation to the advice they will provide before any services are performed. They also redirect any commission payable from investment and superannuation products back to those clients.
We believe this provides transparency, and helps to ensure the recommendations we provide are driven by your needs alone.
Please note that our advisers can still receive commission on insurance products, as well as on investment and superannuation products recommended prior to 1 July 2014. If your adviser is entitled to receive any commission in relation to any products that have been recommended, this will be disclosed to you.