Create your Statement of Advice focusing on one or more of the following:
Regardless of what stage you are in life, your age or your employment situation, it is never too early or too late to have a plan for the future. Our financial planners take a holistic view of your financial situation and tailor a financial plan and strategy that will help you to achieve your financial and lifestyle goals.
Personal and tax effective investments
Review of personal insurance cover
Debt management review
Cashflow and budgeting
Statement of Advice Fee: $1,980 (incl. GST)
Your tax invoice will be sent to you by email.
How does the advice process work?
All relevant financial information is gathered in preperation for your financial plan
Your situation is analysed by a team of advisers to identify the key areas requiring attention. These are then detailed in written recommendations which will be presented to you.
Your adviser will explain everything in detail, and together you will decide on the appropriate approach. This stage will implement the written recommendations as you move forward towards meeting your goals.
Ongoing reviews and support
It is important to keep your plan up to date. Annual reviews and regular communication will ensure you remain on track to enjoy the life you want.