We have known and worked closely with each other providing financial services over the last 25 years. Although we have different personalities, we share many things in common philosophically. Primarily, we all have a strong focus and commitment to four core values:
We are a boutique business aiming to provide a level of personalised service our clients value and appreciate, while maintaining an appropriate work/life balance for ourselves.
While each of us has our own client base, we are aligned in our thinking and pool our resources, systems, and processes. This gives us the ability to support each other and, more importantly each other’s clients if one of us is on leave or unavailable. It’s all about providing a consistent service experience in a seamless manner.
GHG are very much focussed on you as a person and the life you want to lead first before your monies. Whether you’re an accumulator, getting close to retirement or in different phases of retirement, we can assist you in many areas, including:
[1] For direct shares advice, we will liaise with our preferred stockbrokers to provide these recommendations and implementations.
[2] Please note that we do not specifically provide insurance advice but consider its general appropriateness for your circumstances and whether there may be some gaps or excesses in coverage. Where personal insurance advice is required, we refer our clients on to our specialist external insurance provider of choice.
[3] In certain instances, we may refer you on to an Aged Care Specialist also.
We understand that financial planning and knowing which investment approach is right for you can be overwhelming and confusing. That's why we're here to provide you with the personal and financial tools, resources, education, guidance and support you need. All your key financial information can be housed in our highly secure client portal and easily accessible document vault. This ensures that we can better manage all your finances while getting and keeping your financial house in order.
Whether that’s to hand over much of the responsibility for managing your finances to us to take care of or to act as trusted partners working collaboratively with you on the things that are most important to you.
Strategic planning setting you up for retirement or your ideal life in the following areas:
GHG Private Wealth Pty Ltd ABN 86 607 552 429 is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (“Count”). Count is owned by Count Limited ABN 11 126 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.
Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances. Information on this website is based on current regulatory requirements and laws, which may be subject to change. While care has been taken in the preparation of this information, no liability is accepted by Count, its related entities, agents and employees for any loss arising from reliance on information within.
