How does it all work?
Financial advice can be different things to different people. So whether it’s just a general question that you need to have answered or whether you want to embark on a complete financial makeover, we’ve got you covered.
General advice over the phone
If you’ve got a general question about your financial needs that doesn’t need to take into account your full personal financial circumstances, you can ask us over the phone and it won’t cost you a cent.
For example, you may have general questions such as:
- How can I boost my super?
- What type of insurance cover is available?
- What different types of investments are out there?
Personal face-to-face advice
More detailed questions and situations naturally require a more in-depth approach. So if you need some detailed guidance about your personal financial circumstances, then we can provide you with full financial advice in a face-to-face setting.
Our advisers can help you with a broad range of financial issues, including:
- assisting with budgeting and/or reducing debt
- how to use tax-effective investment strategies to build your wealth
- protecting your family’s financial situation with insurance
- determining which investment options are best for you
- helping to map out a short-term or long-term financial plan
- detailing the most appropriate retirement saving strategies, including transition to retirement
- estate planning.
Your initial consultation with a financial adviser will be free. After that point, fees may apply to any services that your adviser provides.
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