Adelaide
Broken Hill
(08) 8241 2577
Local and trusted

GEM Planning is a proudly South Australian Family owned and operated financial advisory firm.

With offices in Adelaide and Broken Hill we aspire to improve your financial position and provide peace of mind through thoroughly understanding your situation and developing strategies that are tailored to your needs.

Life long financial advice

No matter your stage of life, we are here to help.

Wealth Acumulators

As a wealth accumulator you are at the earlier stage of your financial journey.

Family wealth creation

As a family wealth creator you are similar to a wealth accumulator however, you have more dependants.

Pre-Retirees ​

Pre-retirement is one of the most important stages of your financial journey.

Retirees

As a retiree you have either stopped work completely or have wound back to where you are working more for purpose than income. ​

Aged Care

Aged care can be a worrying time for a lot of families. ​

Why Choose Us

Gem Planning understands your individual financial requirements

Read more about what sets us apart from the competition and makes us the right fit for your financial goals.

Our Experts

Our team of experts at Gem Planning are here to help you navigate your financial goals.

Our advisors are here to help and provide you the right financial information to reach your individual needs.

Scroll to top