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Consultation with a Financial Planner

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To help you take control of your finances, we offer personal Financial Planning consultations. All of our highly qualified Financial Planners are salaried employees, and have undergone rigorous training in providing ethical advice.

To ensure that they can provide you with the best possible advice, our Financial Planners will start by developing a thorough understanding of your current situation. Using this as a foundation, they then work with you to develop a set of realistic financial goals and a strategy to help you achieve them. Your session might cover such topics as:

  • How you can plan for your retirement.
  • Establishing tax-effective income streams for your retirement.
  • Reducing your income tax with salary packaging.
  • Making the most of your superannuation.
  • The most tax-effective strategies for your finances.
  • Good strategies for investing.

Our informative quarterly online newsletter, Investor News, will also help you stay on track and up to date with financial news.

Your Consultation

Your initial consultation will last for about an hour and will form the foundation of your personalised financial plan. This initial personal consultation is available for just $150.

What To Bring To Your Consultation

To help you develop a comprehensive plan, your Financial Planner will require:

Your completed Fact Finder and Risk Profiler forms.

  • Your most recent pay slips.
  • Your bank statements.
  • Your superannuation statements.
  • Details of other investments or any further information pertaining to your personal financial circumstances.

How To Arrange A Consultation

We make it easy for you to arrange a consultation, simply by calling +855 97 542 5306. For face-to-face consultations, you can visit one of our Service Centres or attend the sessions held after our seminars in regional Victoria. If you aren’t able to make either, we also offer consultations over the phone or convenient video conferences on Skype.

Submit an Enquiry Call +855 97 542 5306 Web Chat