It may be a new problem or one that’s been on your to-do list for a while. Maybe you don’t have the knowledge, the experience, the confidence or the time…. whatever the reason, you need some help solving a financial problem. For example:
Which super account should I keep?
Do I have the right life insurance
How do I make my budget work for me?
Should I pay my mortgage or save more into super?
What do you get?
A consultation to discuss your specific financial problem or problems. We’ll gather information relevant to helping you with your financial decision.
Your financial adviser will use their expertise, research and analytical skills to prepare a written report including:
Detailed recommendation on your financial problem
Rationale for why this is right for you
Things to consider
Alternative strategies that could be considered
Step by step guide to implementing our advice to you.
Follow-up consultation to help you understand and implement our advice to you.
Who does this suit?
Great for people who don’t need, or aren’t ready for full financial planning. Let us take this one issue off your plate and help you get it sorted.