Guidance is about relationships.
We listen, to gain an understanding of your goals, and then work with you to develop strategies to achieve them.
You gain access to a qualified financial planner who understands you and your circumstances, and can use their expertise to make you aware of opportunities that others might miss.
We can tailor clients’ superannuation and investment portfolios to account for their ethical concerns. So for instance if you are concerned about climate change, you may like to know that your superannuation savings aren’t invested in businesses focused on fossil fuel extraction and production.
Contact us here or phone us on 03 9870 6544. We will look to set up a meeting with you. Face to face is preferred wherever possible, however if you are outside metropolitan Melbourne, let us know and we can explore options such as Skype or a teleconference.
At our initial meeting we will:
- Spend some time discussing your objectives – these are the foundations upon which any good quality financial plan is built.
- Work through a Fact Finder so we can gain an understanding of your current financial position, investment experience, and risk profile.
From here we will prepare a proposal for your consideration outlining what we understand to be your needs, how we can help, and what costs would be incured in undertaking that work for you. Our process is clear and transparent, with no pressure or obligation. We want to work with people who want to work with us.