Financial Planning Services
We offer comprehensive financial planning services including:
- Investment Advice
- Superannuation Planning
- Personal Insurance
- Goal Setting & Planning
- Detailed Cash Flow Analysis
- Debt Management
- Estate Planning & Entity Structure
- Retirement Planning & Pensions
- Self Managed Super Funds
Initially we meet with our clients in person or via phone or Skype to get a feel for their situation and how we can help. We then provide you with a Client Profile to complete, this is a series of questions about you and financial situation. After we have collected all of the information we need, we provide you with an overview of the advice and a quote for advice costs.
The next stage is to present you with a Statement of Advice detailing all of our advice. At this point, we then implement the advice for you or you can choose to not take the advice or implement part of the advice. If you opt for ongoing advice we then choose an ongoing advice plan that suits your situation and needs. This will include regular reviews and portfolio management.
We aim to achieve our clients goals through detailed discussion, analysis and research of our clients situation and strategy development.
Values Based, Ethical & Responsible Investment
We aim to provide a service and advice to our clients that truly reflects their goals and values. In doing so, we believe we are acting in the best interest of our clients. We utilise extensive research and support to ensure we are making both ethical and quality investments for our clients.
The ethical or responsible investment market is developing rapidly. Changes are taking place constantly and new products and investments are becoming available. We strive to find the investments that suit our client’s needs best and continue to do so through our review process.
Community Engagement & Education
We believe community engagement & education to be an integral part of our business and the development of any business in a community. The community provides our business life and in return we provide benefits to the community through providing a sustainable and quality service.
Particular engagement & education information can be found on our News & Events page. We plan to run seminars on:
- the importance of superannuation, personal insurance and investment review
- Ethical investment and the power of the Australian superannuation industry
- Renewable energy and sustainable investment
We are also open to other engagement & education suggestions should you have any.