We offer personal Financial Planning consultations. Unlike many other organisations, our Financial Planners do not receive commission or brokerage on any investments they recommend, so you’ll always receive unbiased, ethical advice.
To tailor advice to your needs, our Financial Planners start by talking to you about your current financial position. They work with you to establish your financial needs and goals then develop a strategy to help you achieve those goals.
Financial Planning encompasses many areas of financial life, including:
- Retirement planning.
- Tax-effective income streams in retirement.
- Salary packaging.
- Superannuation.
- Tax-effective strategies.
- Investing.
As a Financial Planning client you'll also receive our informative quarterly online newsletter, eInvestor News.
Your Consultation:
- Most initial consultations take around 60 minutes.
- Our Financial Planners will help you create a financial plan and then implement it.
- Initial consultations cost $150 (including GST).
What To Bring To Your Consultation:
- Your completed
Fact Finder and Risk Profiler forms.
- Recent pay slips.
- Bank statements.
- Superannuation statements.
- Details of other investments or any information relevant to your financial circumstances.
How To Arrange A Consultation:
We offer personal Financial Planning consultations at our branches, after our seminars in regional Victoria, or over the phone.
To make an appointment with one of our qualified and experienced Financial Planners, call 1300 654 193 and select option 1.
Terms and Conditions
Our Terms and Conditions should be considered before acquiring a product.