The initial meeting will be where we get to know your current situation. It is an no fee obligation meeting. We will get to understand your lifestyle, aspirations, and goals. This will also be an opportunity to understand what GTM Finance is about. 

We will be able to identify the areas that will assist in growth of the established goals.  This will be achieved through identification of your tolerance to risk and investment time frames in achieving your goals.

This is where the knowledge comes into play. By applying experience from the industry and qualifications, the right strategy will be suggested that would take into consideration your personal circumstances. We will be able to create a plan that is tailored to suit you.

The recommendations will be presented to you in a format of a Statement of Advice(SOA). This will clearly establish and explain how the plan works for you. It will detail the specific investments, superannuation, insurance, and other advice in an easy and coherent manner for you to understand.

After all of the plans are reviewed and understood, the next stages is the implementation of the advice. This will be filling out the right documentation and setting the procedures in a seamless manner. This could also include making changes with your equities broker, insurance applications, consolidating funds, or other products that have been advised

We are there to continue to support your financial journey each step of the way. We will continuously review the advice, strategy, and allocations to make sure that the structure that is in place is always representing what is best for you right now, and in the future. We want to partner with you over the long term, not just the present. Our correspondence is very flexible to suit you, it can be over the phone, in person, via skype, or even over coffee in a café. We strive to see you reach these goals, and want to be there each as you get to the destination.