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Why do you need financial planning? Print E-mail

The pressures and complexities of everyday life can make setting and achieving financial goals difficult and yet, doing so is vital if you are to enjoy the benefits of a secure financial future.  That’s why it makes good sense to talk to a financial planner.

There’s no doubt that financial planning is a complex business.  There is a vast range of investment choices and factors to be considered.  What suits one person may not suit another.  That’s why it’s essential to get the right advice from the start.  You must feel confident that you have made the right choice and that you have considered all your options.

At Gilham Financial Management, our advisors have the technical knowledge and dedication to enable you to relax, secure in the knowledge that you’ve made the right decisions; that you can look forward with confidence to preserving and building your wealth.

We listen carefully to your goals and objectives, assessing a large number of complex factors so that we understand your current situation and your needs for the future.  Only then do we prepare a tailored financial proposal that has been specifically designed to help you achieve your goals.

 

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Investment Market Outlook 2012: Good Investment Themes In A Difficult Global Environment

Tony Gilham & Paul Nicol interview Hamish Douglas - CEO and Portfolio Manager of Magellan Financial Group
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Upcoming Events

Upcoming Seminar
Monday 17th June 2013 at 12 noon
Navigating The Centrelink Age Pension System
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What our clients say

We like the ‘feel’ of GFM.  The staff are friendly, and importantly, the key players have been there for a long time.

Warwick and Susan

 

Personalised service – you are treated as a person – not a number.  Service quality is high and advice is tailored to the individual.

Clive

 

Gilhams is an independent company that is truly responsive to our needs.  A very friendly team, and nothing is too much trouble.  I like the fact that we receive regular suggestions on changes to our portfolio, unlike big institutions, where once your money is lodged, you hear little more.

Rob and Kaye

 

Two standout qualities of GFM are that they work well as a team and we have learned that we can trust them completely.

Bill and Ann

 

Simplicity – I often think that “self managed” can be a bit misleading because the fact is that, because of the GFM service, we don’t have to do much to achieve the continuing excellent results that we enjoy.

Terry and Judy

 

Frequent portfolio reviews – the ability to contact our adviser or support staff for review or advice.  Our fund has steadily grown since inception.

Alan and Lyn

 

There is a good feeling of knowing it is your own fund, not just part of a huge investment company.

Peter and Kath

 

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Latest News

Upcoming Seminar - Monday 17th June 2013 at 12 noon
Navigating the Centrelink Age Pension System
Click here for details...

Federal Budget Update - May 2013

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