Financial Advice Online - Financial Planning Process

Financial Advice Online - Financial Planning Services
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Start right now! Get your Online Financial Action Plan. Take the first step to securing your financial freedom





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Financial Advice Online (FAO) is your place to gain valuable insight and advice into your personal financial situation.

By using FAO you will receive a Financial Action Plan that will provide an assessment of your financial position, identification of your strengths and weaknesses, recommendations on actions to take and a debrief with one of our consultants.

FAO was created with the goal of enabling ordinary everyday Australians access to cost effective advice and guidance when making financial decisions. (At $29 a single and $39 for a couple, you can’t get more cost effective!)

FAO works in a very simply manner, you enter your information into our comprehensive online fact finding tool, then our team starts working on a personalised plan for you. That’s right, real people work on your plan!

This is not a computer generated plan, our team of Financial Planners, Chartered Professional Accountants and Lawyers, analyse your information, and utilising systems, methodologies and experience gained from over 15 years in the industry, create a unique tailored Financial Action Plan.

The Financial Action Plan that we create for you will give you a summary of your current financial position and an analysis of your financial strengths and weakness. From this information we will also develop our list of recommendations for you. Once this has been sent through to you, one of our advisers will call you and talk you through our recommendations and explain why we are suggesting this. If you are in Sydney, Melbourne or the Gold Coast you are welcome to come in and have a face to face debrief with an Advisor.

As we have mentioned your The Financial Action Plan is not to designed to push any particular product on you, this advice might simply be to look at refinancing your mortgage due to new interest rates, create a debt management plan, establishing an education fund for your children or set up a tax effective financial structure.

All the recommendations that we give you can be implemented with your current financial planners or bankers. Offcourse we give you the choice to work with us on the implementation, but that is entirely up to you.

So if you are serious about assessing your financial future and taking steps to move forward, do not wait any longer. You have come this far, for the low price of $29 or $39, you can start the process of securing your financial future.

The team at FAO has been helping Australian's with a variety of diverse financial needs for over 15 years We have helped Australians with debt management solutions all the way to complex asset creation strategies. So no matter what your financial situation is, let us help you.

We look forward to creating your plan and being a part of your financial success

START NOW

You Will RECEIVE



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A written Financial Action Plan

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Identification of strengths and weakness in your financial position.

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Recommendations on actions to move forward

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Phone or face to face consultation with your advisor

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Expert assistance and and guidance with the implementation of your plan

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Regular information updates

Your BENEFITS



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Tailored, goal orientated written Financial Action Plan for only $29.00 for singles and $39.00 for couples

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Your Action Plan is written by professional financial advisors

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Once you have completed your Virtual Consultation the process begins and you will have immediate access to our team of advisers.

The PROCESS



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Evaluate
We look at your full situation and assess the best path forward to achieve your goals


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Plan
We give you a written Financial Action Plan detailing the actions you need to take.

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Implement
One of our advisors will call you and discuss the action plan with you, or you can come in and meet and advisor to discuss your plan.


Get your Financial Action Plan Now!

Call Us Today 1800 004 047

 

 

 


Evaluate


Full evaluation of your financial situation:

  • Assets
  • Liabilities
  • Income
  • Debt
  • Investments
  • Risk Areas
  • & More depending on your personal situation
 



Plan


Financial action plan tailored for you, covering:

  • Solutions to current problems
  • Tax Minimisation
  • Wealth Building
  • Debt management
  • Cash flow management
  • Investment recommendatioins
  • Long term retirement planning
  • Support-Phone/Email
 

 


Implement


We can also assist in the implementation of you action plan :

  • Setup of cashflow/debt structures
  • Setup of new investments
  • Management of current portfolio
  • Recommend Superannuation products
  • Recommend Insurance products
  • Implement Wills & Estate Planning
  • Ongoing re-evaluation of your situation


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