Read on for answers to some of the most frequent questions we hear from prospective clients about the process around and benefits of financial advice
We are a fee-based practice. This simply means that we charge a fee for the service we provide, and all fees are disclosed to you before you proceed with any advice.
After the initial meeting, it takes 1-2 weeks to prepare your financial plan. At that point we will present the plan to you and discuss any questions you may have. If you decide to go ahead, the implementation of our recommendations will take anywhere from one week, to several months (note: this depends on whether we are waiting for certain dates to complete certain things – such as you turning a certain age, end of financial year, etc).
Accredited by AMP means that we operate under AMP’s Financial Planning license. As Australia’s largest financial planning network, AMP has an extremely strong compliance regime and the economies of scale to provide high-quality training and professional development to advisers. Being accredited by AMP does not mean that we can only offer AMP products, or that we won’t take all products from all providers into consideration.
As part of our commitment to provide the best advice to our clients (along with our obligation to abide by the Best Interest Duty) we only recommend the most appropriate investment and insurance products to suit our clients’ individual needs. In some cases this will be the product that the client already currently has.
We have a seven-step process to financial planning that works. We know it works because we’ve perfected it over the many years we’ve been in operation. Find out more by visiting our “Our Process” page where we have outlined each step in detail.
If you can’t find what you’re looking for, please get in touch with our friendly team and we will answer all your questions directly.
This depends on the type of advice you are after. It may be helpful to bring statements for your superannuation, investments, shares, mortgage, or insurance. Your adviser will let you know which documents may be most helpful in your initial meeting.