Financial Planning Services

We are experts, with decades of experience working with our high net worth clients in investment, financial planning, tax planning, superannuation, family trusts and estate planning. We excel in helping you clarify, simplify and manage your affairs.

Tax structures, family trust and company arrangements can lock you in for decades and need to be chosen carefully.

Wills and Estate Plans need to be clearly thought through.

When you become a client of Gavin Ross & Co., we will review all these aspects with you to ensure that you are making the best of your situation.

Let our financial planning expertise take you to another level!

Gavin Ross (Chairman & Chief Investment Officer) is a former Chairman of the International Association of Financial Planning (Australia) and lectured on Financial Planning at the University of Melbourne between 1992-2000. Nobody is more expert in financial planning than us.

Latest Knowledge


Where to invest for income

Where to invest for income A portfolio of Australian stocks with us provides a dividend income retur...

Three vital questions to ask before buying a stock

Three vital “high conviction” questions to ask before buying a stock There are three "high ...

What does it mean to be Value-Focused and Risk-Adverse

What does it mean to be Value-Focused and Risk-Adverse Value-Focused means we will only buy stocks ...