Questions I get asked

faq

What's your handicap?

What should I bring to my first appointment?

In your first appointment, we will establish why you are seeking financial advice, what your goals are and what you expect from us. 

To help us, we ask that you bring in as much information as you can, for example:

  • Photo ID
  • Tax returns
  • Superannuation, loan and bank statements
  • Payslips
  • Copies of wills
  • Insurance details
  • A budget (if you have one)
How much can I expect to pay?

Your initial appointment is provided at my cost. 

If you decide to proceed, we will discuss fees to prepare a Statement of Advice and costs to proceed with my recommendations. This document will also detail any/all ongoing fees and your payment options. 

I'm sorry I can't be more specific, the amount I will charge depends on what you want me to do! Ongoing annual costs differ from person to person, depending on the complexity of your situation and the amount of work involved. 

This will be fully discussed and agreed before your proceed any further.

How often can I expect to hear from my financial planner?

Either myself, my assistant or our Customer Service Manager are available as often as you feel the need to contact them.

You can contact us by email; phone or you can arrange an appointment.

We will also contact you regularly to review your situation.

By paying an annual fee, you don’t have to worry about being charged every time you contact us.    

What sort of advice do you specialise in?

We give holistic financial planning advice to clients who want active ongoing management. 

We can advise you in a number of areas, including 

  • Strategic Financial Advice
  • Cash Management
  • Insurance
  • Superannuation
  • Retirement Planning
  • Estate Planning
  • Investment Planning