2003 – Foundation of AdviceGPS
The journey began in 2003 when AdviceGPS was founded with a vision to revolutionize the financial advisory landscape. From day one, we committed ourselves to offering high-quality, personalized investment strategies that empower individuals and businesses to achieve their financial goals. This year marked the beginning of a trusted partnership with our clients, built on transparency and expert guidance.
2005 – Achieving Our AFS License
In 2005, we received our Australian Financial Services (AFS) License, which allowed us to legally conduct business and provide tailored financial advice to clients across Australia. This milestone expanded our reach and enabled us to offer a broader range of investment solutions to Australian retail clients, paving the way for future growth and solidifying our commitment to regulatory compliance and client trust.
2008 – Thriving Through the Global Market Crash
In 2008, during the global financial crisis, AdviceGPS proved its resilience and expertise by outperforming the market. While many investors faced significant losses, our team’s strategic foresight and risk management allowed our clients to weather the storm and even achieve positive returns. This year reinforced our reputation as a reliable and prudent advisor, strengthening our clients' trust in our ability to navigate challenging market conditions.
2011 – Expansion of Services and Client Base
In 2011, we expanded our service offerings, introducing new investment products and advisory services that catered to the diverse needs of our growing client base. This year was pivotal in establishing AdviceGPS as a one-stop financial services provider, trusted by individuals, families, and businesses for comprehensive financial planning and wealth management.
2014 – Launch of Advanced Investment Tools
In 2014, AdviceGPS introduced cutting-edge digital tools and platforms to enhance our investment strategies and client experience. By leveraging data analytics, real-time portfolio tracking, and advanced market analysis, we empowered our clients to make smarter, more informed decisions, taking their investments to the next level.
2017 - Global Expansion and Strategic Partnerships
By 2017, we had expanded beyond Australia, forming strategic partnerships with international financial institutions and expanding our global reach. This marked a significant milestone in our growth, allowing us to offer clients access to international investment opportunities and diversify their portfolios with global assets.
2020 – Resilience During the COVID-19 Pandemic
The global pandemic in 2020 tested the resilience of markets and businesses alike. AdviceGPS adapted quickly, continuing to provide high-touch service and delivering strategic insights that helped our clients stay on track with their financial goals. Despite the economic uncertainty, our clients saw stability and growth, thanks to our proactive approach to portfolio management and risk mitigation.
2023 – Introducing Institutional-Grade Investment Opportunities
In 2023, AdviceGPS made a groundbreaking move by offering institutional-grade investment opportunities like late-stage private equity to our private retail clients. This milestone opened up exclusive opportunities typically reserved for institutional investors, giving our clients the chance to invest in high-growth, mature companies at the cusp of IPOs or acquisitions. This expansion marks a new era for AdviceGPS, further solidifying our role as a forward-thinking advisor that breaks down barriers and delivers exceptional value.
2025 – Exciting New Chapter: AdviceGPS Rebrands for 2025 and Beyond
At AdviceGPS, we are excited to announce our rebrand for 2025 and beyond. As we continue to evolve and adapt to the ever-changing landscape of the financial world, we are refreshing our brand to reflect our commitment to growth, trust, and innovation. Our new green and white color scheme symbolizes our focus on sustainable progress, financial clarity, and a brighter future for our clients. While our core values of expert advice, personalized service, and client-first solutions remain unchanged, this rebrand represents a renewed dedication to guiding our clients towards smarter financial decisions with confidence. We’re looking forward to this new chapter and to helping you navigate your financial journey with a fresh, forward-thinking approach.