How long can it take to create a financial plan?
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?
Do you charge fee for service?
What other fees could I pay?
How do I make a claim?
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?
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?
What is a Financial Services Guide (FSG)?
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.