What could a financial planner do for me?

 

A professional financial planner can thoroughly consider your circumstances, and then develop strategies to help you reach your goals.

 

These may include funding your children’s education, helping with tax planning, having enough money to live comfortably after retiring, insurance, estate planning and so on, all of which requires specific knowledge and experience.

 

You may seek financial advice to help you with a specific circumstance, such as starting a family, buying a house or managing an inheritance; a good planner can empower you to make the most of these situations.

 

You may even prefer to form a long-term relationship with your financial planner, rather like an athlete who works with a coach to improve their performance and reach their potential.

 

The value of financial planning goes beyond dollars and cents – it can simplify your life and give you a sense of security about your current and future financial position.

 

Financial Advice

 

It's estimated that around 30%* of Australians seek professional financial advice. We believe real, relevant and results-driven financial advice should be accessible to all Australians, no matter what their circumstances or stage of life.

 

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 fine tune your plan if necessary.

 

Transparent pricing

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 in our first meeting. No hidden fees ... no surprises!