Professional Advice Process
GH Financial Advisers will provide you with complete professional advice. The advice process that you will experience is as follows:
Getting to Know Each Other
An initial meeting to let you know who we are and what we do. To identify the financial planning services you require and to establish if we can assist you.
We will provide you with a Financial Services Guide, which gives details of our qualifications, experience and the areas on which we are authorised to provide advice. All fees and charges relating to the preparation and implementation of our recommendations will be outlined.
At the end of this meeting we look to determine whether you are happy for us to proceed with the preparation of your individual financial plan.
Collection of Information
We will collect information regarding your financial and lifestyle situation, and record your concerns, goals and objectives for the purpose of providing you with specific recommendations within a full financial plan. This will be achieved through our discussions with you and the completion of a client questionnaire.
Plan Construction
We are dedicated to provide you with the best possible advice and strategies that are relevant to your own personal situation. We encourage working in consultation during this process to ensure the accuracy of the end product.
Your financial plan will cover your current situation, strategies, recommendations and actions required by us as a team to proceed with the implementation of our recommendations.
Presentation of Advice
Following the preparation of your financial plan, we will present and explain how our strategy and recommendations will address your concerns and satisfy your needs and objectives.
We will ensure that you fully understand our recommendations through easy to understand advice and examples.
We will allow you the courtesy to take some time to give further consideration to the strategy and recommendations before proceeding.
Implementation
Once you have decided to proceed with our recommendations we will ensure that all documentation is completed correctly. We will also monitor the processing of your application to ensure that our recommendations are implemented as agreed.
On-going Relationship
Our aim is to build a long-standing relationship with our clients. We achieve this by providing an ongoing review of your situation, needs, goals & objectives. This will ensure that your financial plan remains relevant to your ever-changing circumstances and that you achieve your personal objectives.
At GroupGH we can provide the time and expertise that will help you implement the best pre-retirement plan possible. Contact us today to discuss how we can work together: 08 8447 2088 or mail@groupgh.com.au.
Professional Advice Process
GH Investment & Financial Advisers will provide you with complete professional advice. The advice process that you will experience is as follows:
Getting to Know Each Other
An initial meeting to let you know who we are and what we do. To identify the financial planning services you require and to establish if we can assist you.
We will provide you with a Financial Services Guide, which gives details of our qualifications, experience and the areas on which we are authorised to provide advice. All fees and charges relating to the preparation and implementation of our recommendations will be outlined.
At the end of this meeting we look to determine whether you are happy for us to proceed with the preparation of your individual financial plan.
Collection of Information
We will collect information regarding your financial and lifestyle situation, and record your concerns, goals and objectives for the purpose of providing you with specific recommendations within a full financial plan. This will be achieved through our discussions with you and the completion of a client questionnaire.
Plan Construction
We are dedicated to provide you with the best possible advice and strategies that are relevant to your own personal situation. We encourage working in consultation during this process to ensure the accuracy of the end product.
Your financial plan will cover your current situation, strategies, recommendations and actions required by us as a team to proceed with the implementation of our recommendations.
Presentation of Advice
Following the preparation of your financial plan, we will present and explain how our strategy and recommendations will address your concerns and satisfy your needs and objectives.
We will ensure that you fully understand our recommendations through easy to understand advice and examples.
We will allow you the courtesy to take some time to give further consideration to the strategy and recommendations before proceeding.
Implementation
Once you have decided to proceed with our recommendations we will ensure that all documentation is completed correctly. We will also monitor the processing of your application to ensure that our recommendations are implemented as agreed.
On-going Relationship
Our aim is to build long-standing relationship with our clients. We achieve this by providing an ongoing review of your situation, needs, goals & objectives. This will ensure that your financial plan remains relevant to your ever-changing circumstances and that you achieve your personal objectives.
Professional Advice Process
GH Investment & Financial Advisers will provide you with complete professional advice. The advice process that you will experience is as follows:
Getting to Know Each Other
An initial meeting to let you know who we are and what we do. To identify the financial planning services you require and to establish if we can assist you.
We will provide you with a Financial Services Guide, which gives details of our qualifications, experience and the areas on which we are authorised to provide advice. All fees and charges relating to the preparation and implementation of our recommendations will be outlined.
At the end of this meeting we look to determine whether you are happy for us to proceed with the preparation of your individual financial plan.
Collection of Information
We will collect information regarding your financial and lifestyle situation, and record your concerns, goals and objectives for the purpose of providing you with specific recommendations within a full financial plan. This will be achieved through our discussions with you and the completion of a client questionnaire.
Plan Construction
We are dedicated to provide you with the best possible advice and strategies that are relevant to your own personal situation. We encourage working in consultation during this process to ensure the accuracy of the end product.
Your financial plan will cover your current situation, strategies, recommendations and actions required by us as a team to proceed with the implementation of our recommendations.
Presentation of Advice
Following the preparation of your financial plan, we will present and explain how our strategy and recommendations will address your concerns and satisfy your needs and objectives.
We will ensure that you fully understand our recommendations through easy to understand advice and examples.
We will allow you the courtesy to take some time to give further consideration to the strategy and recommendations before proceeding.
Implementation
Once you have decided to proceed with our recommendations we will ensure that all documentation is completed correctly. We will also monitor the processing of your application to ensure that our recommendations are implemented as agreed.
On-going Relationship
Our aim is to build long-standing relationship with our clients. We achieve this by providing an ongoing review of your situation, needs, goals & objectives. This will ensure that your financial plan remains relevant to your ever-changing circumstances and that you achieve your personal objectives.
Professional Advice Process
GH Investment & Financial Advisers will provide you with complete professional advice. The advice process that you will experience is as follows:
Getting to Know Each Other
An initial meeting to let you know who we are and what we do. To identify the financial planning services you require and to establish if we can assist you.
We will provide you with a Financial Services Guide, which gives details of our qualifications, experience and the areas on which we are authorised to provide advice. All fees and charges relating to the preparation and implementation of our recommendations will be outlined.
At the end of this meeting we look to determine whether you are happy for us to proceed with the preparation of your individual financial plan.
Collection of Information
We will collect information regarding your financial and lifestyle situation, and record your concerns, goals and objectives for the purpose of providing you with specific recommendations within a full financial plan. This will be achieved through our discussions with you and the completion of a client questionnaire.
Plan Construction
We are dedicated to provide you with the best possible advice and strategies that are relevant to your own personal situation. We encourage working in consultation during this process to ensure the accuracy of the end product.
Your financial plan will cover your current situation, strategies, recommendations and actions required by us as a team to proceed with the implementation of our recommendations.
Presentation of Advice
Following the preparation of your financial plan, we will present and explain how our strategy and recommendations will address your concerns and satisfy your needs and objectives.
We will ensure that you fully understand our recommendations through easy to understand advice and examples.
We will allow you the courtesy to take some time to give further consideration to the strategy and recommendations before proceeding.
Implementation
Once you have decided to proceed with our recommendations we will ensure that all documentation is completed correctly. We will also monitor the processing of your application to ensure that our recommendations are implemented as agreed.
On-going Relationship
Our aim is to build long-standing relationship with our clients. We achieve this by providing an ongoing review of your situation, needs, goals & objectives. This will ensure that your financial plan remains relevant to your ever-changing circumstances and that you achieve your personal objectives.
Professional Advice Process
GH Investment & Financial Advisers will provide you with complete professional advice. The advice process that you will experience is as follows:
Getting to Know Each Other
An initial meeting to let you know who we are and what we do. To identify the financial planning services you require and to establish if we can assist you.
We will provide you with a Financial Services Guide, which gives details of our qualifications, experience and the areas on which we are authorised to provide advice. All fees and charges relating to the preparation and implementation of our recommendations will be outlined.
At the end of this meeting we look to determine whether you are happy for us to proceed with the preparation of your individual financial plan.
Collection of Information
We will collect information regarding your financial and lifestyle situation, and record your concerns, goals and objectives for the purpose of providing you with specific recommendations within a full financial plan. This will be achieved through our discussions with you and the completion of a client questionnaire.
Plan Construction
We are dedicated to provide you with the best possible advice and strategies that are relevant to your own personal situation. We encourage working in consultation during this process to ensure the accuracy of the end product.
Your financial plan will cover your current situation, strategies, recommendations and actions required by us as a team to proceed with the implementation of our recommendations.
Presentation of Advice
Following the preparation of your financial plan, we will present and explain how our strategy and recommendations will address your concerns and satisfy your needs and objectives.
We will ensure that you fully understand our recommendations through easy to understand advice and examples.
We will allow you the courtesy to take some time to give further consideration to the strategy and recommendations before proceeding.
Implementation
Once you have decided to proceed with our recommendations we will ensure that all documentation is completed correctly. We will also monitor the processing of your application to ensure that our recommendations are implemented as agreed.
On-going Relationship
Our aim is to build long-standing relationship with our clients. We achieve this by providing an ongoing review of your situation, needs, goals & objectives. This will ensure that your financial plan remains relevant to your ever-changing circumstances and that you achieve your personal objectives.
Professional Advice Process
GH Investment & Financial Advisers will provide you with complete professional advice. The advice process that you will experience is as follows:
Getting to Know Each Other
An initial meeting to let you know who we are and what we do. To identify the financial planning services you require and to establish if we can assist you.
We will provide you with a Financial Services Guide, which gives details of our qualifications, experience and the areas on which we are authorised to provide advice. All fees and charges relating to the preparation and implementation of our recommendations will be outlined.
At the end of this meeting we look to determine whether you are happy for us to proceed with the preparation of your individual financial plan.
Collection of Information
We will collect information regarding your financial and lifestyle situation, and record your concerns, goals and objectives for the purpose of providing you with specific recommendations within a full financial plan. This will be achieved through our discussions with you and the completion of a client questionnaire.
Plan Construction
We are dedicated to provide you with the best possible advice and strategies that are relevant to your own personal situation. We encourage working in consultation during this process to ensure the accuracy of the end product.
Your financial plan will cover your current situation, strategies, recommendations and actions required by us as a team to proceed with the implementation of our recommendations.
Presentation of Advice
Following the preparation of your financial plan, we will present and explain how our strategy and recommendations will address your concerns and satisfy your needs and objectives.
We will ensure that you fully understand our recommendations through easy to understand advice and examples.
We will allow you the courtesy to take some time to give further consideration to the strategy and recommendations before proceeding.
Implementation
Once you have decided to proceed with our recommendations we will ensure that all documentation is completed correctly. We will also monitor the processing of your application to ensure that our recommendations are implemented as agreed.
On-going Relationship
Our aim is to build long-standing relationship with our clients. We achieve this by providing an ongoing review of your situation, needs, goals & objectives. This will ensure that your financial plan remains relevant to your ever-changing circumstances and that you achieve your personal objectives.
Professional Advice Process
GH Investment & Financial Advisers will provide you with complete professional advice. The advice process that you will experience is as follows:
Getting to Know Each Other
An initial meeting to let you know who we are and what we do. To identify the financial planning services you require and to establish if we can assist you.
We will provide you with a Financial Services Guide, which gives details of our qualifications, experience and the areas on which we are authorised to provide advice. All fees and charges relating to the preparation and implementation of our recommendations will be outlined.
At the end of this meeting we look to determine whether you are happy for us to proceed with the preparation of your individual financial plan.
Collection of Information
We will collect information regarding your financial and lifestyle situation, and record your concerns, goals and objectives for the purpose of providing you with specific recommendations within a full financial plan. This will be achieved through our discussions with you and the completion of a client questionnaire.
Plan Construction
We are dedicated to provide you with the best possible advice and strategies that are relevant to your own personal situation. We encourage working in consultation during this process to ensure the accuracy of the end product.
Your financial plan will cover your current situation, strategies, recommendations and actions required by us as a team to proceed with the implementation of our recommendations.
Presentation of Advice
Following the preparation of your financial plan, we will present and explain how our strategy and recommendations will address your concerns and satisfy your needs and objectives.
We will ensure that you fully understand our recommendations through easy to understand advice and examples.
We will allow you the courtesy to take some time to give further consideration to the strategy and recommendations before proceeding.
Implementation
Once you have decided to proceed with our recommendations we will ensure that all documentation is completed correctly. We will also monitor the processing of your application to ensure that our recommendations are implemented as agreed.
On-going Relationship
Our aim is to build long-standing relationship with our clients. We achieve this by providing an ongoing review of your situation, needs, goals & objectives. This will ensure that your financial plan remains relevant to your ever-changing circumstances and that you achieve your personal objectives.
Professional Advice Process
GH Investment & Financial Advisers will provide you with complete professional advice. The advice process that you will experience is as follows:
Getting to Know Each Other
An initial meeting to let you know who we are and what we do. To identify the financial planning services you require and to establish if we can assist you.
We will provide you with a Financial Services Guide, which gives details of our qualifications, experience and the areas on which we are authorised to provide advice. All fees and charges relating to the preparation and implementation of our recommendations will be outlined.
At the end of this meeting we look to determine whether you are happy for us to proceed with the preparation of your individual financial plan.
Collection of Information
We will collect information regarding your financial and lifestyle situation, and record your concerns, goals and objectives for the purpose of providing you with specific recommendations within a full financial plan. This will be achieved through our discussions with you and the completion of a client questionnaire.
Plan Construction
We are dedicated to provide you with the best possible advice and strategies that are relevant to your own personal situation. We encourage working in consultation during this process to ensure the accuracy of the end product.
Your financial plan will cover your current situation, strategies, recommendations and actions required by us as a team to proceed with the implementation of our recommendations.
Presentation of Advice
Following the preparation of your financial plan, we will present and explain how our strategy and recommendations will address your concerns and satisfy your needs and objectives.
We will ensure that you fully understand our recommendations through easy to understand advice and examples.
We will allow you the courtesy to take some time to give further consideration to the strategy and recommendations before proceeding.
Implementation
Once you have decided to proceed with our recommendations we will ensure that all documentation is completed correctly. We will also monitor the processing of your application to ensure that our recommendations are implemented as agreed.
On-going Relationship
Our aim is to build long-standing relationship with our clients. We achieve this by providing an ongoing review of your situation, needs, goals & objectives. This will ensure that your financial plan remains relevant to your ever-changing circumstances and that you achieve your personal objectives.
GH Investment & Financial Advisers will provide you with complete professional advice. The advice process that you will experience is as follows:
Getting to Know Each Other
An initial meeting to let you know who we are and what we do. To identify the financial planning services you require and to establish if we can assist you.
We will provide you with a Financial Services Guide, which gives details of our qualifications, experience and the areas on which we are authorised to provide advice. All fees and charges relating to the preparation and implementation of our recommendations will be outlined.
At the end of this meeting we look to determine whether you are happy for us to proceed with the preparation of your individual financial plan.
Collection of Information
We will collect information regarding your financial and lifestyle situation, and record your concerns, goals and objectives for the purpose of providing you with specific recommendations within a full financial plan. This will be achieved through our discussions with you and the completion of a client questionnaire.
Plan Construction
We are dedicated to provide you with the best possible advice and strategies that are relevant to your own personal situation. We encourage working in consultation during this process to ensure the accuracy of the end product.
Your financial plan will cover your current situation, strategies, recommendations and actions required by us as a team to proceed with the implementation of our recommendations.
Presentation of Advice
Following the preparation of your financial plan, we will present and explain how our strategy and recommendations will address your concerns and satisfy your needs and objectives.
We will ensure that you fully understand our recommendations through easy to understand advice and examples.
We will allow you the courtesy to take some time to give further consideration to the strategy and recommendations before proceeding.
Implementation
Once you have decided to proceed with our recommendations we will ensure that all documentation is completed correctly. We will also monitor the processing of your application to ensure that our recommendations are implemented as agreed.
On-going Relationship
Our aim is to build long-standing relationship with our clients. We achieve this by providing an ongoing review of your situation, needs, goals & objectives. This will ensure that your financial plan remains relevant to your ever-changing circumstances and that you achieve your personal objectives.
Professional Advice Process
GH Investment & Financial Advisers will provide you with complete professional advice. The advice process that you will experience is as follows:
Getting to Know Each Other
An initial meeting to let you know who we are and what we do. To identify the financial planning services you require and to establish if we can assist you.
We will provide you with a Financial Services Guide, which gives details of our qualifications, experience and the areas on which we are authorised to provide advice. All fees and charges relating to the preparation and implementation of our recommendations will be outlined.
At the end of this meeting we look to determine whether you are happy for us to proceed with the preparation of your individual financial plan.
Collection of Information
We will collect information regarding your financial and lifestyle situation, and record your concerns, goals and objectives for the purpose of providing you with specific recommendations within a full financial plan. This will be achieved through our discussions with you and the completion of a client questionnaire.
Plan Construction
We are dedicated to provide you with the best possible advice and strategies that are relevant to your own personal situation. We encourage working in consultation during this process to ensure the accuracy of the end product.
Your financial plan will cover your current situation, strategies, recommendations and actions required by us as a team to proceed with the implementation of our recommendations.
Presentation of Advice
Following the preparation of your financial plan, we will present and explain how our strategy and recommendations will address your concerns and satisfy your needs and objectives.
We will ensure that you fully understand our recommendations through easy to understand advice and examples.
We will allow you the courtesy to take some time to give further consideration to the strategy and recommendations before proceeding.
Implementation
Once you have decided to proceed with our recommendations we will ensure that all documentation is completed correctly. We will also monitor the processing of your application to ensure that our recommendations are implemented as agreed.
On-going Relationship
Our aim is to build long-standing relationship with our clients. We achieve this by providing an ongoing review of your situation, needs, goals & objectives. This will ensure that your financial plan remains relevant to your ever-changing circumstances and that you achieve your personal objectives.
Professional Advice Process
GH Investment & Financial Advisers will provide you with complete professional advice. The advice process that you will experience is as follows:
Getting to Know Each Other
An initial meeting to let you know who we are and what we do. To identify the financial planning services you require and to establish if we can assist you.
We will provide you with a Financial Services Guide, which gives details of our qualifications, experience and the areas on which we are authorised to provide advice. All fees and charges relating to the preparation and implementation of our recommendations will be outlined.
At the end of this meeting we look to determine whether you are happy for us to proceed with the preparation of your individual financial plan.
Collection of Information
We will collect information regarding your financial and lifestyle situation, and record your concerns, goals and objectives for the purpose of providing you with specific recommendations within a full financial plan. This will be achieved through our discussions with you and the completion of a client questionnaire.
Plan Construction
We are dedicated to provide you with the best possible advice and strategies that are relevant to your own personal situation. We encourage working in consultation during this process to ensure the accuracy of the end product.
Your financial plan will cover your current situation, strategies, recommendations and actions required by us as a team to proceed with the implementation of our recommendations.
Presentation of Advice
Following the preparation of your financial plan, we will present and explain how our strategy and recommendations will address your concerns and satisfy your needs and objectives.
We will ensure that you fully understand our recommendations through easy to understand advice and examples.
We will allow you the courtesy to take some time to give further consideration to the strategy and recommendations before proceeding.
Implementation
Once you have decided to proceed with our recommendations we will ensure that all documentation is completed correctly. We will also monitor the processing of your application to ensure that our recommendations are implemented as agreed.
On-going Relationship
Our aim is to build long-standing relationship with our clients. We achieve this by providing an ongoing review of your situation, needs, goals & objectives. This will ensure that your financial plan remains relevant to your ever-changing circumstances and that you achieve your personal objectives.
Professional Advice Process
GH Investment & Financial Advisers will provide you with complete professional advice. The advice process that you will experience is as follows:
Getting to Know Each Other
An initial meeting to let you know who we are and what we do. To identify the financial planning services you require and to establish if we can assist you.
We will provide you with a Financial Services Guide, which gives details of our qualifications, experience and the areas on which we are authorised to provide advice. All fees and charges relating to the preparation and implementation of our recommendations will be outlined.
At the end of this meeting we look to determine whether you are happy for us to proceed with the preparation of your individual financial plan.
Collection of Information
We will collect information regarding your financial and lifestyle situation, and record your concerns, goals and objectives for the purpose of providing you with specific recommendations within a full financial plan. This will be achieved through our discussions with you and the completion of a client questionnaire.
Plan Construction
We are dedicated to provide you with the best possible advice and strategies that are relevant to your own personal situation. We encourage working in consultation during this process to ensure the accuracy of the end product.
Your financial plan will cover your current situation, strategies, recommendations and actions required by us as a team to proceed with the implementation of our recommendations.
Presentation of Advice
Following the preparation of your financial plan, we will present and explain how our strategy and recommendations will address your concerns and satisfy your needs and objectives.
We will ensure that you fully understand our recommendations through easy to understand advice and examples.
We will allow you the courtesy to take some time to give further consideration to the strategy and recommendations before proceeding.
Implementation
Once you have decided to proceed with our recommendations we will ensure that all documentation is completed correctly. We will also monitor the processing of your application to ensure that our recommendations are implemented as agreed.
On-going Relationship
Our aim is to build long-standing relationship with our clients. We achieve this by providing an ongoing review of your situation, needs, goals & objectives. This will ensure that your financial plan remains relevant to your ever-changing circumstances and that you achieve your personal objectives.
Professional Advice Process
GH Investment & Financial Advisers will provide you with complete professional advice. The advice process that you will experience is as follows:
Getting to Know Each Other
An initial meeting to let you know who we are and what we do. To identify the financial planning services you require and to establish if we can assist you.
We will provide you with a Financial Services Guide, which gives details of our qualifications, experience and the areas on which we are authorised to provide advice. All fees and charges relating to the preparation and implementation of our recommendations will be outlined.
At the end of this meeting we look to determine whether you are happy for us to proceed with the preparation of your individual financial plan.
Collection of Information
We will collect information regarding your financial and lifestyle situation, and record your concerns, goals and objectives for the purpose of providing you with specific recommendations within a full financial plan. This will be achieved through our discussions with you and the completion of a client questionnaire.
Plan Construction
We are dedicated to provide you with the best possible advice and strategies that are relevant to your own personal situation. We encourage working in consultation during this process to ensure the accuracy of the end product.
Your financial plan will cover your current situation, strategies, recommendations and actions required by us as a team to proceed with the implementation of our recommendations.
Presentation of Advice
Following the preparation of your financial plan, we will present and explain how our strategy and recommendations will address your concerns and satisfy your needs and objectives.
We will ensure that you fully understand our recommendations through easy to understand advice and examples.
We will allow you the courtesy to take some time to give further consideration to the strategy and recommendations before proceeding.
Implementation
Once you have decided to proceed with our recommendations we will ensure that all documentation is completed correctly. We will also monitor the processing of your application to ensure that our recommendations are implemented as agreed.
On-going Relationship
Our aim is to build long-standing relationship with our clients. We achieve this by providing an ongoing review of your situation, needs, goals & objectives. This will ensure that your financial plan remains relevant to your ever-changing circumstances and that you achieve your personal objectives.
Professional Advice Process
GH Investment & Financial Advisers will provide you with complete professional advice. The advice process that you will experience is as follows:
Getting to Know Each Other
An initial meeting to let you know who we are and what we do. To identify the financial planning services you require and to establish if we can assist you.
We will provide you with a Financial Services Guide, which gives details of our qualifications, experience and the areas on which we are authorised to provide advice. All fees and charges relating to the preparation and implementation of our recommendations will be outlined.
At the end of this meeting we look to determine whether you are happy for us to proceed with the preparation of your individual financial plan.
Collection of Information
We will collect information regarding your financial and lifestyle situation, and record your concerns, goals and objectives for the purpose of providing you with specific recommendations within a full financial plan. This will be achieved through our discussions with you and the completion of a client questionnaire.
Plan Construction
We are dedicated to provide you with the best possible advice and strategies that are relevant to your own personal situation. We encourage working in consultation during this process to ensure the accuracy of the end product.
Your financial plan will cover your current situation, strategies, recommendations and actions required by us as a team to proceed with the implementation of our recommendations.
Presentation of Advice
Following the preparation of your financial plan, we will present and explain how our strategy and recommendations will address your concerns and satisfy your needs and objectives.
We will ensure that you fully understand our recommendations through easy to understand advice and examples.
We will allow you the courtesy to take some time to give further consideration to the strategy and recommendations before proceeding.
Implementation
Once you have decided to proceed with our recommendations we will ensure that all documentation is completed correctly. We will also monitor the processing of your application to ensure that our recommendations are implemented as agreed.
On-going Relationship
Our aim is to build long-standing relationship with our clients. We achieve this by providing an ongoing review of your situation, needs, goals & objectives. This will ensure that your financial plan remains relevant to your ever-changing circumstances and that you achieve your personal objectives.
Professional Advice Process
GH Investment & Financial Advisers will provide you with complete professional advice. The advice process that you will experience is as follows:
Getting to Know Each Other
An initial meeting to let you know who we are and what we do. To identify the financial planning services you require and to establish if we can assist you.
We will provide you with a Financial Services Guide, which gives details of our qualifications, experience and the areas on which we are authorised to provide advice. All fees and charges relating to the preparation and implementation of our recommendations will be outlined.
At the end of this meeting we look to determine whether you are happy for us to proceed with the preparation of your individual financial plan.
Collection of Information
We will collect information regarding your financial and lifestyle situation, and record your concerns, goals and objectives for the purpose of providing you with specific recommendations within a full financial plan. This will be achieved through our discussions with you and the completion of a client questionnaire.
Plan Construction
We are dedicated to provide you with the best possible advice and strategies that are relevant to your own personal situation. We encourage working in consultation during this process to ensure the accuracy of the end product.
Your financial plan will cover your current situation, strategies, recommendations and actions required by us as a team to proceed with the implementation of our recommendations.
Presentation of Advice
Following the preparation of your financial plan, we will present and explain how our strategy and recommendations will address your concerns and satisfy your needs and objectives.
We will ensure that you fully understand our recommendations through easy to understand advice and examples.
We will allow you the courtesy to take some time to give further consideration to the strategy and recommendations before proceeding.
Implementation
Once you have decided to proceed with our recommendations we will ensure that all documentation is completed correctly. We will also monitor the processing of your application to ensure that our recommendations are implemented as agreed.
On-going Relationship
Our aim is to build long-standing relationship with our clients. We achieve this by providing an ongoing review of your situation, needs, goals & objectives. This will ensure that your financial plan remains relevant to your ever-changing circumstances and that you achieve your personal objectives.
Professional Advice Process
GH Investment & Financial Advisers will provide you with complete professional advice. The advice process that you will experience is as follows:
Getting to Know Each Other
An initial meeting to let you know who we are and what we do. To identify the financial planning services you require and to establish if we can assist you.
We will provide you with a Financial Services Guide, which gives details of our qualifications, experience and the areas on which we are authorised to provide advice. All fees and charges relating to the preparation and implementation of our recommendations will be outlined.
At the end of this meeting we look to determine whether you are happy for us to proceed with the preparation of your individual financial plan.
Collection of Information
We will collect information regarding your financial and lifestyle situation, and record your concerns, goals and objectives for the purpose of providing you with specific recommendations within a full financial plan. This will be achieved through our discussions with you and the completion of a client questionnaire.
Plan Construction
We are dedicated to provide you with the best possible advice and strategies that are relevant to your own personal situation. We encourage working in consultation during this process to ensure the accuracy of the end product.
Your financial plan will cover your current situation, strategies, recommendations and actions required by us as a team to proceed with the implementation of our recommendations.
Presentation of Advice
Following the preparation of your financial plan, we will present and explain how our strategy and recommendations will address your concerns and satisfy your needs and objectives.
We will ensure that you fully understand our recommendations through easy to understand advice and examples.
We will allow you the courtesy to take some time to give further consideration to the strategy and recommendations before proceeding.
Implementation
Once you have decided to proceed with our recommendations we will ensure that all documentation is completed correctly. We will also monitor the processing of your application to ensure that our recommendations are implemented as agreed.
On-going Relationship
Our aim is to build long-standing relationship with our clients. We achieve this by providing an ongoing review of your situation, needs, goals & objectives. This will ensure that your financial plan remains relevant to your ever-changing circumstances and that you achieve your personal objectives.
GH Investment & Financial Advisers will provide you with complete professional advice. The advice process that you will experience is as follows:
Getting to Know Each Other
An initial meeting to let you know who we are and what we do. To identify the financial planning services you require and to establish if we can assist you.
We will provide you with a Financial Services Guide, which gives details of our qualifications, experience and the areas on which we are authorised to provide advice. All fees and charges relating to the preparation and implementation of our recommendations will be outlined.
At the end of this meeting we look to determine whether you are happy for us to proceed with the preparation of your individual financial plan.
Collection of Information
We will collect information regarding your financial and lifestyle situation, and record your concerns, goals and objectives for the purpose of providing you with specific recommendations within a full financial plan. This will be achieved through our discussions with you and the completion of a client questionnaire.
Plan Construction
We are dedicated to provide you with the best possible advice and strategies that are relevant to your own personal situation. We encourage working in consultation during this process to ensure the accuracy of the end product.
Your financial plan will cover your current situation, strategies, recommendations and actions required by us as a team to proceed with the implementation of our recommendations.
Presentation of Advice
Following the preparation of your financial plan, we will present and explain how our strategy and recommendations will address your concerns and satisfy your needs and objectives.
We will ensure that you fully understand our recommendations through easy to understand advice and examples.
We will allow you the courtesy to take some time to give further consideration to the strategy and recommendations before proceeding.
Implementation
Once you have decided to proceed with our recommendations we will ensure that all documentation is completed correctly. We will also monitor the processing of your application to ensure that our recommendations are implemented as agreed.
On-going Relationship
Our aim is to build long-standing relationship with our clients. We achieve this by providing an ongoing review of your situation, needs, goals & objectives. This will ensure that your financial plan remains relevant to your ever-changing circumstances and that you achieve your personal objectives.
Professional Advice Process
GH Investment & Financial Advisers will provide you with complete professional advice. The advice process that you will experience is as follows:
Getting to Know Each Other
An initial meeting to let you know who we are and what we do. To identify the financial planning services you require and to establish if we can assist you.
We will provide you with a Financial Services Guide, which gives details of our qualifications, experience and the areas on which we are authorised to provide advice. All fees and charges relating to the preparation and implementation of our recommendations will be outlined.
At the end of this meeting we look to determine whether you are happy for us to proceed with the preparation of your individual financial plan.
Collection of Information
We will collect information regarding your financial and lifestyle situation, and record your concerns, goals and objectives for the purpose of providing you with specific recommendations within a full financial plan. This will be achieved through our discussions with you and the completion of a client questionnaire.
Plan Construction
We are dedicated to provide you with the best possible advice and strategies that are relevant to your own personal situation. We encourage working in consultation during this process to ensure the accuracy of the end product.
Your financial plan will cover your current situation, strategies, recommendations and actions required by us as a team to proceed with the implementation of our recommendations.
Presentation of Advice
Following the preparation of your financial plan, we will present and explain how our strategy and recommendations will address your concerns and satisfy your needs and objectives.
We will ensure that you fully understand our recommendations through easy to understand advice and examples.
We will allow you the courtesy to take some time to give further consideration to the strategy and recommendations before proceeding.
Implementation
Once you have decided to proceed with our recommendations we will ensure that all documentation is completed correctly. We will also monitor the processing of your application to ensure that our recommendations are implemented as agreed.
On-going Relationship
Our aim is to build long-standing relationship with our clients. We achieve this by providing an ongoing review of your situation, needs, goals & objectives. This will ensure that your financial plan remains relevant to your ever-changing circumstances and that you achieve your personal objectives.
Professional Advice Process
GH Investment & Financial Advisers will provide you with complete professional advice. The advice process that you will experience is as follows:
Getting to Know Each Other
An initial meeting to let you know who we are and what we do. To identify the financial planning services you require and to establish if we can assist you.
We will provide you with a Financial Services Guide, which gives details of our qualifications, experience and the areas on which we are authorised to provide advice. All fees and charges relating to the preparation and implementation of our recommendations will be outlined.
At the end of this meeting we look to dete
Self-Managed Superannuation Funds (SMSFs) can be an ideal strategy for many individuals; families and small business owners for building tax effective wealth and protecting assets over time. SMSFs are becoming popular for those who are ready to take control of their own super investments as they give you ultimate control and flexibility to manage your retirement benefits.
Your estate is made up of everything you own. This includes your home, property, furniture, car, personal possessions, business, investments, superannuation and bank accounts. Firstly, having a legally valid will is extremely important, as without one it is called 'dying intestate'.
