How we keep in contact

We may continue to be in contact with you during the process of preparing a solution for you. Please let us know which way is best to communicate, via email, or telephone.

Once we have a sound understanding of your situation we begin to look at appropriate strategies that fit your situation. If your situation has added complexity we would like a second meeting to discuss further ideas that we would like to explore. The second meeting gives us time to ensure we have understood all aspects of your situation and that you have full engagement in your financial affairs.

Your plan-Our action

After we have completed the process of formulating your financial plan, it’s time to meet again and present you with the Statement of Advice that sets out specific advice given to you including recommendations about products and services. We will explain to you, in a way you’ll understand, the tailored plan we have created for you, and how it answers your specific goals, concerns and dreams. If it all makes sense to you, it’s now time to ‘sign on the dotted line’ and put our plan into action.

Implementing the strategies

When implementing your strategies, we will:

  • ensure all advice is in place as per our agreed strategies
  • follow up every piece of advice making sure nothing is left behind
  • keep you informed of our progress

Ongoing Monitoring

Our team at GHS will be monitoring your financial strategies as per our advice. We will regularly review your strategy to make sure it is still relevant to your needs.

Let’s keep in contact

You can call upon us anytime to discuss concerns you may have if your circumstances change or when things are on your mind. As you move through various stages in your life, and as situations change both for the good and the not so good, we will be there to assist you to minimise the bad and make the most of the good. That is the true value of financial advice.

When maintaining and reviewing your strategies we will:

  • allow you to be as active as you want to be in the ongoing running of your plans
  • be in regular contact with you to keep you up to date
  • invite you to meet with us as per our agreed review agreement
  • adjust your financial plan as your personal situation changes