Welcome to GTC Financial Services,  

Our aim is to provide you or your business with complete financial solutions and strategies to help you achieve your needs, objectives and lifestyle.

What is 'Financial Planning'?

Financial Planning is the process of providing advice and assistance for the purpose of determining whether and how you can meet your financial needs and lifestyle goals through the proper management of financial resources.

Comprehensive financial planning will include an analysis of your current financial position, investment planning (portfolio design and management, superannuation, borrowings, taxation and legal structures), risk management and insurance, retirement planning and estate planning.  Education funding, charitable planning and business succession planning may also be covered as required.  The financial planning process can be applied to meet your needs on a comprehensive basis or a more limited basis (e.g. your superannuation).  You need to specify whether you want a full, comprehensive financial plan, or only require limited advice because you do not wish to provide us with all required information or you ask us to look at just one part of your financial. 

We may deal on your behalf on an execution only basis (for example, we may purchase financial products specifically requested by you without providing any advice on those products).  However, if you do not obtain advice, you face the risk that the financial product/s you select may not adequately meet your objectives, financial situation or needs.

The team at GTC Financial Services can help to analyse your situation and make recommendations specific to your individual needs.  Talk to Michele and her team today – tomorrow may be too late!!!

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Financial Planning Financial Planning services for small to medium sized businesses, their owners and to individuals. Click for more details Our Licence Our Services Our Financial Planning Process Client Testimonials Resources

Contact Us GTC Financial Services 29 Roseberry Street, Gladstone Qld 4680 View location map Tel: 07 4972 5177 Fax: 07 4972 6349 Send an enquiry

GTC Financial Services Pty Ltd is a Corporate Authorised Representative No. 314227 of Futuro Financial Services Pty Ltd ABN 30 085 870 015 Australian Financial Services Licence No. 238478 Head Office: GPO Box 942 Brisbane Qld 4001 Phone 07 3018 0400