Frequently Asked Questions

We all have questions before we start something new, please refer to the FAQ below.  If there are any questions that have not been answered here, please contact us on 02 9523 2002

How long can it take to create a financial plan? 

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Creating a financial plan is applied in stages. The entire process can take weeks or months. It ultimately depends on your needs.

Some clients have an immediate need and we can also help with that.

New private clients can expect the initial engagement to take 2 to 12 months to develop a suitable strategy, document advice and then to implement the plan.

Do I have to pay for the first meeting?

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There is no fee for our initial meeting. 

Do you charge fee for service?

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There is a combination of fee for service, asset management and insurance commissions. All fees will be disclosed to you before proceeding.

What other fees could I pay?

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You may pay fees for other services that we recommend, for example estate planning and accounting advice. We will discuss any fees with you before we commence.

How do I make a claim?

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Please contact us at your earliest convenience in relation to making a claim, whether for you or a loved one. We understand this is a challenging time on it’s own, and will look after you every step of the way.

Call us during business hours on 02 9523 2002.

In an emergency please contact James Fraser on 0438 243 132.

Reviewing your financial plan?

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At least a month before your quarterly, half yearly or annual review, we will be in touch to arrange a convenient time to meet and go over your plans. We know things may change, plans and life circumstances so we want to make sure you have what you need and the best advice in place for today towards your future.

Need help with paperwork?

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Let us take care of you. Please contact our office for any questions about your statements, policies, investments or any financial documents. Contact us on 02 9523 2002  and we will answer your questions, without you having to wait in queues!

What is a Financial Services Guide (FSG)?

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A FSG is a legal document the industry regulator, Australian Securities and Investment Commission (ASIC) has asked all Financial Advisers to provide clients to summarise their services, Fees and Charges. The content of a FSG is standard across the industry and your Financial Adviser will provide a FSG to you at your first meeting along with their adviser profile.

Jade Wealth SMSF, Superannuation, Wealth Creation, Estate Planning, Life Insurance