Not necessarily. A lot of our clients require our help initially to either a) make a recommendation for their super and/or put in place personal insurances. We are then available as a soundboard and coach as they require additional advice down the track.
Compared with other financial planning firms in Brisbane, we are proud to take a progressive and modern approach to financial planning. We are also extremely client focused- so we We also take the time to listen to your goals and what you would like to achieve. It’s all about YOU!
Getting good advice from an experienced and up-to-date financial planner will help you to grow your assets, minimise tax, boost your super, plan for retirement and provide coaching along the way.
Financial planning is about putting you in a position to help you protect your wealth, build your wealth, and move towards a life of financial freedom.
Yes, in most cases our financial planning fee can be deducted from your super.
Fees range depending on the complexity of the advice needed, which we will discuss in our initial free meeting.
Before proceeding, you will fully understand any fee, and the benefit of the advice.
We are based in Fortitude Valley, Brisbane, but we are a mobile financial planning office- meaning we are happy to meet at a time and place that is convenient to you.
We often meet with clients in their homes, workplace or out for a coffee.
We can meet you afterhours to suit your work schedule.
We also have clients all over Australia, who we help through Skype or over the phone.