FREE INITIAL CONSULTATION?

Posted on April 17, 2019

So what is on offer to the friends, family members, business or work colleagues of our loyal clients?

Referral’s from our valued clients will be entitled to a FREE initial consultation with one of our expert Financial Advisers!

WHAT DOES THE FREE CONSULTATION ENTAIL?

Answer any questions and concerns you may have
Discuss your goals and objectives and what you would like to achieve in the short, medium and long term
Go through a financial fact find to understand you and your situation better
Comment around your current financial situation and provide general advice
Test your risk profile to see how risk adverse you are
Discuss ways that we may be able to assist you in the short, medium and long term.

SOME OF THE AREAS WE MAY BE ABLE TO ASSIST YOU IN ARE:

Wealth creation – Establishing a regular savings regime to build wealth over time.
Insurance – Ensuring you and your family are covered financially in case of an unfortunate event.
Retirement planning – How you can prepare for retirement, what strategies should be implemented before you exit the workforce. If you were to retire now, how much pension would you receive.
Superannuation Review – To ensure your superannuation is invested according to your attitude to risk. Ensure you are paying only one sets of fees (consolidation of supers), and to ensure your super is managed appropriately.
Aged care – Assistance with fees, options and strategies to ensure you are left in the best possible position.
Pensions – How much pension will/can you receive in retirement, what are your options in drawing a pension from super, how much pension will you receive from super and from the Government.
Salary packaging – setting up salary sacrificing, how much can you salary sacrifice each year. What other salary packages are available to you.
Tax planning– Assisting in ways to minimise the tax you pay.

Only if you wish to engage in our services, we will then provide you with a Statement of Advice document, which provides specific recommendations for your circumstances.

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As we get older, most of us want to remain independent and in our own home for as long as possible, but this can be challenging without some help with household tasks and personal care. Recognising this, the government runs a Home Care Packages program where approved aged care service providers work with individuals to deliver co-ordinated services at home.

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It’s June which means winter has officially arrived. As we rug up and spend more time indoors, it’s a perfect time to get your financial house in order as another financial year draws to a close. And what a year it has been!