WHAT IS FINANCIAL PLANNING PROCESS?
The financial planning process is to identify and implement strategies to help an individual to achieve his or her financial objective or goal through a proper management of financial resources.
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WHEN SHOULD I START DOING MY FINANCIAL PLANNING?
Financial planning is required in every stage of life. An appropriate advice can guide you through out your life and achieve your goals.
Everyone wants to have an easy and smooth life. But with the changes in regulations, tax, expenses and other factors, you may not have a smooth financial journey. An effective planning can sort many of the financial problems regardless of your age, life stage or financial circumstances in both short and long term.
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WHAT TYPE OF ADVICES CAN I GET HERE?
Our advices include insurance advice, investment planning and wealth management, super planning, retirement planning, estate planning, centrelink benefit advice and tax advice.
WHY SHOULD I CHOOSE A FEE-ONLY ADVISOR?
First of all, fee-only advisors are not incentivised to sell or recommending any particular products. So, you’ll get advises based on your best interest.
We’re a team of boutique financial advisors, work only for the clients not for any particular bank or financial institutions. Our panel of insurers, investments and portfolios are top rated and diverse in range. So, you’ll get the suitable solution based on your financial objective.
Finally and most importantly, we charge only if we can create value for you and you agree to proceed with our advice. Our first meeting is free of charge and no obligation to proceed.
IS THERE A COST FOR THE FIRST MEETING?
The first meeting is free. In the first meeting, we will try to explore your financial circumstances, need and objective. This face to face discussion is more about understanding each other as a client and advisor and finding areas and opportunities where we can create value for you.
We recommend talking to our team before you set a free first appointment.
WHAT ARE THE DOCUMENTS REQUIRED TO START WITH?
Initially for better understanding of your financial circumstances, we need to have all the related financial documents such as tax returns or pay slip, super statement, investment statement, any existing insurance policy statement, statements of your asset, savings and liabilities. Usually, you need to fill out the “Fact Find” statement. The required documents may vary depending on your objective and the advice you’re looking for.
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