- Retirement Planning
- Superannuation structuring
- Wealth Accumulation
- Portfolio Management
- Aged Care planning
- Estate Planning
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(02) 9615 6262
Our financial planners can help you with many things, such as:
The Financial Planning Association of Australia recommends that you ask these questions:
All financial planners must have an FSG. It is a simple document that gives you details on a planner. You should check whether the planner holds an Australian Financial Services Licence (AFSL) or is an authorised representative of an AFSL holder. If they don’t meet this criteria, then look for another planner who does.
Ask the planner about the types of clients and financial situations they typically work with. This will help you establish whether the planner specialises in areas that relate to your situation.
The planner should be able to give you an estimate of possible costs. This could include the cost of the planner’s services (their time and expertise) and the percentage they would receive as commission on products you may purchase.
Any investment involves ‘risk’, that is, the chance that you will not achieve your financial goals. Generally, the higher the expected return, the higher the risk.
Your planner should provide you with a written financial plan or ‘statement of advice’ (SoA) whenever giving personal financial advice. This written plan should set out the basis for the advice and the reasons for the particular recommendations.
Your goals will change over time, and so your financial plan should be reviewed and changed too.
This information has been prepared with the assistance of the Financial Planning Association of Australia (FPA).