Limited Advice Options

Insurance Only Advice

As professional Financial Planners we have a responsibility to provide holistic advice to our clients.

This means our advice should take into account all our clients circumstances and appropriately attempt to address their needs, goals and objectives.

However in certain circumstances it may be necessary to provide some limited advice to address a certain need

An upfront fee may be payable for the provision of the following services

• The collection and analysis of your personal and financial situation
• The consideration and investigation of products
• The preparation of quotes and underwriting pre-assessments
• The preparation and construction of a Statement of Advice
• The completion of application forms and submitting these applications for administration and underwriting assessment
• To follow up all requirements to see an initial insurance application to completion

In this circumstance we apply a fee for service methadology

The cost to complete this service is available on request

Limited Superannuation and/or Investment Only Advice

As professional Financial Planners we have a responsibility to provide holistic advice to our clients.

This means our advice should take into account all our clients circumstances and appropriately attempt to address their needs, goals and objectives.

However in certain circumstances it may be necessary to provide some limited advice to address a certain need

To provide limited Superannuation and/or investment only advice
A Fee for Service may be payable for the provision of the following services:

• The collection and analysis of your personal and financial situation
• The consideration and investigation of financial planning strategies and financial products
• The preparation and construction of a Statement of Advice
• To complete this process can involve
  • researching your current situation and products,
  • an education session to ensure you are aware of current superannuation products, legislation and strategies
  • How Superannuation and investments fits into your overall financial strategy,
  • Recommendations of strategies and products in relation to Superannuation and investments.
  • Finally the implementation of these recommendations

The cost to complete this process is available on request

All applicable fees, commissions and/or brokerage will also be fully detailed in the statement of advice you receive. All fees disclosed are inclusive of Goods and Services Tax.