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Glasshouse & Sky Financial Services Pty Ltd (Corporate Authorised Representative No. 421337) and all our advisers are Authorised Representatives of Finchley & Kent Pty Ltd, Australian Financial Services Licence No. 555169, ABN 50 673 291 079, and has its registered office at Level 63, 25 Martin Place, Sydney NSW 2000.

Finchley & Kent Pty Ltd Australian Financial Services Licence applies to financial products only. Please note that Property Investment, Tax & Accounting, Mortgages & Finance are not considered to be financial products.

Disclaimer: The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Glasshouse & Sky Financial Services Pty Ltd and Finchley & Kent Pty Ltd will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.
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1. Client Engagement

At GHS, we start by understanding your unique circumstances to provide tailored assistance. We focus on building trust and transparency through detailed discussions about your financial goals, current situation, risk tolerance,and specific concerns

2. Gathering Client Information

We assess your cash flow, budget, net worth, and liquidity. This phase involves collecting data on income, expenses, assets, liabilities, insurance policies, and investments to create a comprehensive financial picture.

3. Comprehensive Financial Evaluation

Using the gathered data, we complete a holistic financial report. We analyse your financial health, including retirement goals, savings, and emergency funds, using various planning tools to identify areas for improvement.

4. Tailored Financial Advice

Based on our analysis, we offer personalized recommendations on investments, retirement plans, tax planning, estate planning, and risk management. Our goal is to provide clear steps to enhance your financial security.

5. Implementing our Advice

We help you put your plan into action by executing strategies such as opening investment account or purchasing insurance policies. We provide ongoing support to ensure a smooth transition towards achieving your goals

6. Monitoring and Reviewing your Financial Plan

Regular reviews ensure your plan remains relevant. We periodically assess progress, update financial data, and adjust the plan as needed to adapt to changes in life circumstances and financial markets.