Fisher GT Financial Group Pty Ltd is a boutique professional financial planning practice that provides its clients with a range of financial advisory services on a personalized level. We pride ourselves on the ability to offer and deliver a hands-on personalized financial planning service. It is this highly personalized service that you receive from Fisher GT Financial Group that differentiates our service from other providers.
Making well thought out and carefully crafted financial decisions can make a very big difference to one's financial success over time. There is a well known saying that rings true 'people do not plan to fail, they just fail to plan'. By putting a financial plan in place and reviewing this plan on a regular basis with the help of a specialist who is not emotionally involved you will ensure that financial success is achieved.
Making well thought out and carefully crafted financial decisions can make a very big difference to one's financial success over time. There is a well known saying that rings true 'people do not plan to fail, they just fail to plan'. By putting a financial plan in place and reviewing this plan on a regular basis with the help of a specialist who is not emotionally involved you will ensure that financial success is achieved.
Services
Fisher GT Financial Group assists the individual to achieve financial success using some or all of the following strategies. Referring you to experts when we are not able to assist directly (Home or Business lending, taxation planning etc). Each financial strategy is unique to your own personal circumstances and is tailor-made to ensure it addresses the objectives that it was intended to achieve.
The purpose of the initial meeting is to confirm that we are able to assist you and that you feel comfortable with our organisation. We will gain a thorough understanding of your current financial position, objectives, risk profile and attitude to investing through a discovery meeting. The collection of this data will enable us to provide a tailored financial plan for you.
The success of the design of the investment strategy is therefore very important to the achievement of these objectives. In constructing an investment strategy to meet the objective of the individual a number of factors are taken into account. It is very important to determine what the objective of the individual is so that the investment strategy can be designed to achieve this objective.
To work out if you need life insurance, or if you have enough life insurance protection, just consider the worst-case scenario. If you died or became disabled tomorrow and were no longer there to provide for your family, how well would they cope financially? Would they be able to continue to pay mortgage, education costs and simple everyday expenses?
Estate planning is the process of anticipating and arranging for the disposal of an estate during a person's life. Estate planning typically attempts to eliminate uncertainties over the administration of probate and maximize, where possible, the value of the estate by reducing taxes and other expenses.
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