We would like to take this opportunity to reach out to our valued clients and reinforce that we are all in this together.
At GL Financial Planning the health and safety of our clients, staff, business associates and families is paramount in this situation.
We are open for business and operating as normal whilst taking the necessary and sensible precautions. As always, we are available for our clients via phone or email and where necessary we are taking a safe and practical approach to face to face client appointments.
We are fortunate to have the resources and ability to work securely and remotely should the need arise and we assure you that the same security and privacy standards will continue to apply to our business practices.
Our position on investment markets and financial planning advice
We are living through unprecedented events and there is much volatility and uncertainty in the market. Although many of our clients may be in similar phases of life - be it accumulation or pension phase - all our clients have different personal goals, needs and investment profiles.
For that reason, we prefer to take a personalised approach to making recommendations during this time. Please feel free to contact our office if you would like to chat about your financial goals, investment strategy and feelings around corona virus (COVID-19).
We are here to help and guide you through this time and we will be here in the weeks, months and years ahead to support your ongoing needs.
On behalf of myself and the team at GL Financial Planning we want you to know that we are here for you.
We hope you and your loved ones stay safe and please don’t hesitate to contact our office on 03 5222 2355 or contact me directly on 0415 242 645.
Yours sincerely,
Shane Coutts Dip FP (FS)
Financial Adviser
GL Financial Planning
Authorised Representative 242143
Bombora Advice Pty Ltd | ABN 40 156 250 565
Australian Financial Services Licensee 439065
Important information and disclaimer
This publication has been prepared by Geelong Lifestyle Financial Planning Pty Ltd ACN 094 786 400 Corporate Authorised Representative of Bombora Advice Pty Ltd ABN 40 156 250 565 Australian Financial Services Licensee 439065. Registered Office at Level 2, 406 Collins St Melbourne Vic 3000.
Any advice in this publication is of a general nature only and has not been tailored to your personal circumstances. Accordingly, reliance should not be placed on the information contained in this publication as the basis for making any financial investment, insurance or other decision. Please seek personal advice prior to acting on this information.
Information in this publication is accurate as at the date of writing, 1 December 2017. In some cases the information has been provided to us by third parties. While it is believed the information is accurate and reliable, the accuracy of that information is not guaranteed in any way.
Opinions constitute our judgement at the time of issue and are subject to change. Neither the Licensee nor their employees or directors give any warranty of accuracy, not accept any responsibility for errors or omissions in this publication.