FINANCIAL ADVICE

What is Financial Advice?

 

Financial Advice is about putting together a plan and strategies to help you achieve your financial goals and objectives. It is about helping you to create, grow and protect your wealth.

 

At GTG Capital Partners, our advisers will help you to set your financial goals, implement a strategy to help achieve your goals, and provide an ongoing review of your situation to reassess your goals and provide appropriate recommendations.

1. Establish Goals & Objectives

2. Develop

a strategy

to meet

   your needs

3. Make Recommendations

4. Implement

Recommendations

5. Review 

your Goals

& Situation

THE

ADVICE PROCESS

1.  Establish Goals and Objectives

  • Gather information about your financial situation

  • Determine a Scope of Advice

 

2. Develop Strategy to meet your needs

  • Review your situation

  • Determine the best strategies and products to meet your stated goals and objectives

  • Prepare financial plan on approval

 

3. Make Recommendations

  • Present your financial plan

  • Answer any questions

 

4. Implement Recommendations

  • Put recommended strategies in to action

  • Involve other professionals, such as Accountant and Solicitor as required

  • Review of investment performance and make necessary changes

 

5. Review your Goals and Situation

  • Review changes in your situation and adjust strategy as required

  • Review of investment performance and make necessary changes

Why GTG Capital Partners?

 

GTG Capital Partners are a fee for service advice provider. We do not take commissions from any investment products we recommend to ensure that any fees are transparent and disclosed to you upfront.

 

As we are not owned by a financial institution or product provider, we can offer you truly independent advice.

 

 

To arrange an obligation free appointment with a GTG Capital Partners Financial Adviser, contact us here

Address

Level 8, 10 Market Street, Brisbane

GPO Box 550, Brisbane, QLD 4001

Call

T: 1300 604 242

 

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