• Personal Financial Care

Personal Financial Care

Financial Planning at GTC Financial is about helping our clients to become Financially Independent. Our 6 step process involves;

  1. Identifying your personal and financial objectives,
  2. Collect and collate all supporting information and assess your financial position. At this point we will tell you if your goals are unrealistic.
  3. Identifying the risks which could undermine your plans,
  4. Developing a plan to achieve those goals and a strategy to guard against the risks,
  5. Presenting the Financial Plan to you & Implementing the agreed Strategies (including products and services which are appropriate to achieving the agreed goals)
  6. Monitoring your Financial Plan & personal circumstances to ensure everything is on track. Recommending changes if they are needed.

 

GTC Financial Services Pty Ltd is also proud to be a "Professional Practice of the Financial Planning Association of Australia" (more commonly know as an "FPA Professional Practice"). For you as a client this ensures the services we provide are of the highest standard. In addition to complying with all legal requirements we must also comply with the FPA's Code of Ethics, FPA's Practice Standards and the FPA's rules of Professional Conduct.

GTC Financial Services operates on a "Fee for Service" basis and will provide you with a fee estimate up front.

The Financial Planning Services we offer are include;

 


About Infocus

GTC Financial Services Pty Ltd ABN 94 010 624 914 ATF GTC financial Services Trust (t/a GTC Financial Services) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL, and Australian Credit License - Number 236523.

GTC Fiancial services is authorised by Infocus Financial Advice to provide services related to financial products only.

For more details on Infocus either follow the link to their website www.infocus.com.au.  Neville Hughes and Emma Brooke are both Authorised Representatives of Infocus Securities Australia Pty Ltd, a copy of their Financial Services Guides (FSG) are attached for your reference.

REFERENCES

Neville Hughes AR 236813

Emma Brooke AR 329891

Infocus  AFSL 2365523

  • "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