Business Financial Care means providing advice when your business needs it – not just when you ask for it. We achieve this by meeting with you regularly to find out how your business is performing and identifying what goals you want to achieve and the issues you need help with. We call this “Client Nurturing”.
We'll help you with every aspect of your business either directly or via a trusted specialist adviser, and because of the close working relationship, our advice will be tailored for your needs.
We offer packaged services, where the services you need to achieve your goals are packaged together and provided for a fixed fee. These services can be designed to meet your specific requirements, allowing you to spread the cost of the services over a year. This ensures there are no surprises and improves cash flow.
Outlined below are three levels of packaged services we offer to our clients.
Our goal is to help our clients become financially independent. Many small and medium business owners (SMEs) are relying on the sale of their business to fund their retirement. GTC Financial can help you to understand the value of your business and determine if the sale of your business will be enough to make you financially independent. From there we can work with you to prepare a plan that acheives your business goals. This ensures that the business is working for you rather thatn the other way around.
"We first came to GTC to attend a seminar on 'Importance of Financial Planning'. We have been with GTC for 9 years now, and since then we have achieved a lot of things which we wouldn't have been able to achieve without GTC Financial's help. The comprehensive plan formulated by GTC has helped us pay all our debts and build an investment portfolio without compromising with our lifestyle. We are also living out our dream of travelling the world."
- John and Rae-Lee Kelly
"We came to GTC 10 years ago and since then they have helped us by providing important advice about getting our finances sorted. The best thing about coming to GTC was that we got advice related to all our financial queries at one place. It's an entire package. Not only helping us to build up our business but also in our personal financial planning."
- Ross and Cheryl Paroz
"We came to GTC when we were in the second year of our business and since then they have helped us build our business every step of the way. Every year they help with tax planning to ensure there are no unexpected surprises. They also helped us to restructure our business entities so that we had better asset protection. Over the past few years Neville has become more like an unofficial partner to our business."
- Lyndel and Odin Gatt