FAQ
Why do I need a financial planner?
Our financial planning team can provide you with a range of strategies relevant to your current situation and life stage. Whether you are starting out or nearing retirement or somewhere in between, our financial planners through thorough analysis determiner the most appropriate strategies for you.
What is the process?
Regular reviews is the stepping stone to optimising your financial security. Once it is established, it is essential to assisting your financial success and to review your financial plan regularly with your financial planner.To ensure you are still on track to meet your financial and lifestyle goals.
How will the review process benefit me?
Ongoing reviews with a professional financial planner who understands and is up-to-date with any legislative changes, to assist you in tailoring your financial plan and implementing any changes required. We can offer you a number of services at your review that will continually assess your objectives so you can achieve your financial security.
The review process will enable:
- Changes to your family circumstances to be taken into account
- Reporting to you on your investments
- Announcements of any economic and legislative changes
- A report on the tracking of your portfolio to your strategy and objectives
- A review of performance
- A review of the suitability of structures
What do I need to take to my first meeting?
In order to provide our financial planners with the best understanding of your current situation it is important that you bring a summary of all things financial.
A list of your assets and liabilities
details of any loans you may hold
Current superannuation statements
share dividend statements
bank statements
we can send you a link to our professional fact find questionnaire to make it easy.
For further information click here to contact us.
