|
| About Us |
|
Our Financial Planning process is: The First Meeting The first meeting is an opportunity to meet and determine if our services are appropriate for achieving your goals. We will ask you to provide a general overview of where you are now and where you would like to be in the future (eg say 5, 10 15 years time or at retirement). During this meeting we will discuss a number of ideas and concepts which may be appropriate for your circumstances. We will outline our terms of business in this meeting. We then suggest you take some time discuss these ideas before we mutually decide if we are the right financial planning firm for you. Once our services have been engaged we will complete our Fact Find. This may involve a further meeting and an introduction to our staff and/or other professionals which we may draw upon to address your financial needs.. GTM Financial Solutions prides itself on providing care, understanding and integrity in the provision of our range of personal and business services. We prefer to work with and provide solutions for Mums and Dads, Young Workers and Retirees, who can all benefit from the range of affordable services and investment advice that GTM Financial Solutions has to offer. Operating Hours
Head Office: Open 8.30am to 5:00pm Monday to Friday Many of our appointments are made after hours to suit our clients family and work commitments. We understand the demands on your time. GTM representatives frequently travel from the Gold Coast to Brisbane, Toowoomba and the Sunshine Coast to visit clients. Please call on (07)3257 0942 or click here for further details. If you want to Plan for the Future, Prepare today with GTM Financial – Call GTM today! |
|
