As a Financial Advisory organisation, Gilkison is all about helping ordinary Australian families to enjoy a rich experience of their lives.
With all the phases, fads and inconsistencies of financial services, we believe it is important to know that the team you engage to assist with the stewardship of your family wealth has demonstrated a long and stable commitment to their field. In the real world, which is complex, nothing substitutes experience.
With a highly experienced yet youthful team, our objective is to build on our 40 year heritage by continuing to advise and support our clients and their families long into the future.
So – what is your Rich Australian Life?
Gilkison Investments was established in 1979 by Peter Gilkison. At the time, ‘Financial Advice’ was a burgeoning role being performed by a few who had a strong connection to delivering long term advice and service to their customers, rather than the typical transactional sales driven model. Key focuses of that time were insurance and investment advice, which created a foundation for the advice profession of the present day.
The basic principle behind the establishment of our business was to ensure that our interests remain primarily aligned with our clients. To help us deliver on that principle, in 1981 Gilkison applied for (and was granted) the equivalent of what is known today as the Australian Financial Services License.
Although it has been four decades since our establishment, the connection we have to our heritage remains and grows stronger through every interaction we have with our clients.
Our Values
Our Values Constitution & Guiding Philosophy act as a compass for the present and future of our organisation. It also represents a strong link to our history.
Each of our Values & Guiding Philosophies has been created collaboratively by our team, drawing on the collective of our experience to articulate what matters most to us the way we operate on a day-to-day basis.
Importantly, these are not words that sit on a wall that we all walk past each day. We incorporate our Values & Guiding Philosophy into all that we do.
A big part of our make up as an organisation is to challenge the norm, to be radical in our thinking, whilst maintaining stability and consistency. After all, we are an organisation with a long-standing commitment to assisting our clients with the management of their life savings and family wealth.
As part of leading change in our field, Gilkison was very early to move to a fee for service approach. This includes a staunch and rare fee only model when advising on and implementing Life Insurance for our clients.
With a highly experienced yet youthful team, our objective is to build on our 40-year heritage by continuing to advise and support our clients and their families long into the future.
So – what is a rich life for you?
