Our Process

Guiding you towards your financial goals

GHC Wealth Management adopts a six stage process to help us truly understand your personal financial goals and objectives, which leads to the creation of your own unique financial plan. This process is an on-going cycle where changes to your personal circumstances are discussed through regular contact, allowing your financial plan to reflect your current needs and circumstances.

Your Financial Planner will listen and guide you along your journey. The journey begins by establishing and prioritising your short, medium and long term financial goals and objectives. Together you will think about the likely cost of achieving those financial goals, whether they are affordable and when you will need the money. Any investments that you may consider need to be assessed against your personal attitude towards investment risk and your capacity to sustain a loss.

Only when together we have evaluated and analysed your requirements will your Financial Planner develop your personal financial plan, creating your roadmap to achieving your financial goals and objectives.

Click Personal Financial Planning for more details.