Our Strategic Planning service involves us providing a comprehensive review of your financial situation and trajectory, with the end-result being a financial plan which we can help implement and review on an ongoing basis.
Some of the most common questions we help answer for our clients include:
At the heart of all these questions is the need for a financial plan. A financial plan provides the key to financial freedom, particularly for:
A financial plan involves both strategic aspects, and day-to-day aspects such as budgeting.
Preparation of a financial plan involves us meeting with you, reviewing your situation in detail, and developing a Statement of Advice (SOA), which formally details our strategic recommendations, and any fees involved with implementing and reviewing the financial plan.
We review your financial situation and trajectory, and develop a financial plan tailored for you, which may cover areas including:
In addition to the above, we tailor ongoing advice programs for those that have financial plans that require ongoing monitoring and review.
Some of our key philosophies include:
We develop financial plans for a wide range of clients, ranging from young professionals starting out in their careers, to business owners and individuals with significant existing assets and investments.
We offer our Strategic Planning services using a transparent fee-based schedule, which takes into account the balance of funds to be invested, the specific services requested, and the term of ongoing support, which may involve ongoing fees. Preparation of the Statement of Advice involves the quoted fee, even if you do not proceed with implementing the financial plan.
We do not receive commissions for superannuation or investment fund placements. We receive commissions for retail insurance placements if applicable – for details see our Personal Insurance page.
Our conduct is always governed by a fiduciary duty in the Corporations Act to ensure that our recommendations are in the best interests of our clients.
If you would like to learn more about our Strategic Planning services, please contact us.