What is financial advice?
Quality financial advice is all about sensible money management. It can cover everything from helping you set realistic goals and developing a plan to achieve them, right through to reducing personal debt, ensuring your family’s financial wellbeing is protected with appropriate insurances or making the most of your super.
Who could benefit from financial advice?
No matter what's happening in our lives, we can all benefit from financial advice. You may need help with budgeting and saving, or growing a portfolio of investments. Financial advice can even help you manage your money through major life changes like getting married, starting a family or living life to the full in retirement.
Find an adviser you're comfortable with
Financial advice works best when you build a trusted, long-term relationship with your adviser. That’s why your first meeting with your adviser offers an opportunity to be sure it’s a good match.
Getting to know you
The key to quality financial advice is that it’s tailored to your needs. So your adviser will spend time understanding your goals, what you’d like to achieve with your money and how you feel about risk.
Developing a plan, working with you
Your financial adviser will develop a plan tailored to your needs with a range of strategies suited to your goals and circumstances. We offer a range of ongoing service packages where we’ll continue to meet with you for formal and informal reviews to monitor your progress and finetune your plan if necessary.
Our transparent and consistent pricing structure tells you exactly what you'll get for your money so you are always in control. We'll explain our fees for our first meeting. No hidden fees ... no surprises!
You're in control
Your adviser will work with you to determine the scope of advice and formulate a financial strategy which you are both comfortable with. They will then discuss with you the costs for each area of advice related to your strategy.
Nothing will go ahead without your say so, meaning you are in complete control of the process. We are committed to making sure you are comfortable with the strategy that is being put in place and understand exactly what you get for your money.
Guide to Understanding Cashflow
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