GFM Wealth Advisory

23/06/2026

We’re excited to share our 15th Podcast! In this episode, Senior Partner Patrick Malcolm and Senior Financial Planner James Malliaros are joined by Leo Barry, Portfolio Manager at Fairview Equity Partners, for an in-depth conversation on Australian equities and investing in small and mid-cap companies.

Specialising in high-conviction, actively managed portfolios, Fairview has built a strong reputation for identifying quality businesses with attractive long-term growth potential—often in less efficiently priced areas of the market.

In this conversation, Leo shares insights from his journey into funds management, the key lessons he’s learnt throughout his investing career, and how Fairview approaches stock selection with a focus on quality, discipline, and valuation. They also discuss the current opportunity set in small caps, where the team sees value today, and some common mistakes investors continue to make amid evolving market conditions.

Listen or watch the full Podcast:
Listen on Spotify: https://open.spotify.com/episode/17Qu9Rnwae7sbQZozWvBzN
Listen on Apple Podcasts: https://podcasts.apple.com/au/podcast/meet-the-manager-fairview-equity-partners/id1782019551?i=1000773595960
Watch on YouTube: https://youtu.be/RwPTscPv__A

10/06/2026

The June edition of Trade Secrets is out now!

This edition features the following topics:

• Office Move - Now Complete
• GFM Women's High Tea
• Client Profile: Richard & Grevis - Clients Since 2020
• Introducing Angelique Domingo
• Contribution & Transfer Balance Cap Increases From 1 July 2026
• Division 296 - Superannuation Tax - Status As At May 2026
• Making Super Contributions For Your Children Or Grandchildren
• Macquarie Authenticator App - Tips To Ensure It's Working When You Need It Most
• Annual Golf Day
• Estate Planning Seminar
• GFM Podcast

This newsletter is produced four times a year, and is our way of keeping clients informed, inspired, and connected to what's happening within our team and the broader financial services industry.

We hope you enjoy reading, and we’d love to hear what you think.

Click below to read the June edition: link to website
https://tinyurl.com/bdzbpwce

GFM Wealth Advisory offers Self Managed Super Fund, Investment Management, Financial Planning and Accounting services. The key objective of GFM Wealth Advisory is to provide our clients with comprehensive financial advice to assist them meet their financial goals and objectives. We aim to deliver th...

18/05/2026

We’re excited to share our 14th Podcast! In this episode, Senior Partner Patrick Malcolm and Senior Financial Planner Sam Eley are joined by Cory Martin, Chief Executive Officer, Executive Director, and Portfolio Manager at Barrow Hanley Global Investors, for an in depth conversation on global investing.

With an investment heritage dating back to 1979, Barrow Hanley is known for its disciplined, value-driven approach—focusing on companies that are both attractively priced and improving in quality and outlook.

In this conversation, Cory shares how that philosophy has remained consistent across decades of market cycles, how the team balances value and quality, and why diversification beyond the market's most concentrated areas is increasingly important today.

They also explore the widening gap between value and growth, the risks of concentration in large US technology stocks, and where Barrow Hanley is identifying compelling opportunities across global markets.

Listen or watch the full Podcast:
Listen on Spotify: https://open.spotify.com/episode/3dbWS44BgqwDMi8569YS12
Listen on Apple Podcasts: https://podcasts.apple.com/au/podcast/meet-the-manager-barrow-hanley-global-investors/id1782019551?i=1000767790394
Watch on YouTube: https://youtu.be/ah5TPtk5YMQ

15/05/2026

On Monday, we hosted our Estate Planning lunch seminar at Leonda by the Yarra. Our special guest presenter was Rowdy Johnson, Practice Leader at Moores.

The seminar focused on a range of Estate Planning topics, including wills, the significance of asset ownership, what assets are covered by a will, the roles and application of Powers of Attorney, superannuation, family trusts, and estate disputes.

This seminar was extremely popular, and the feedback was excellent. Everyone appreciated the opportunity to attend such a valuable and insightful presentation. Thanks again to Rowdy!

Estate planning is complex, and it is essential to review your estate plan regularly.

07/05/2026

We’re excited to share our 13th Podcast! In this episode, Managing Partner Paul Nicol is joined by Jai Mirchandani, Founder, Chief Investment Officer and Portfolio Manager at ELM Responsible Investments.

Together, they explore the evolving world of responsible and sustainable investing—what it really means in practice, how it’s applied in portfolio construction, and why it’s becoming an increasingly important consideration for investors.

From founder-led businesses to global compounders, this is a conversation about investing with both purpose and precision.

Listen or watch the full Podcast:

Listen on Spotify: https://open.spotify.com/episode/6PP67POhLyZtMMeRjG3mBC
Listen on Apple Podcasts: https://podcasts.apple.com/au/podcast/meet-the-manager-elm-responsible-investments/id1782019551?i=1000766533200
Watch on YouTube: https://youtu.be/P_dmIUoh2Ug