What your 12 month Financial Advice Package will give you:
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| WRITTEN STATEMENTS OF ADVICE advising you exactly what you should do to:
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| | minimize your tax through super, investment and mortgage structures
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| | secure your family in case of death, disability or illness
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| | build your wealth through sound investments
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| | manage your cash flow more efficiently through proper debt and cash flow management
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| | prepare for your comfortable retirement through proper long term planning
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| | and more depending on your personal situation
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| FULL IMPLEMENTATION OF OUR RECOMMENDATIONS which involves:
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| | implementing all strategic Financial Management recommendations
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| | selecting appropriate investments such as investment properties
(residential, commercial, industrial, retail), equities investments such as managed funds
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| | recommending superannuation products
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| | recommending insurance products
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| | putting in place wills and estate planning recommendations
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| | providing for your family in the event of your death and making sure that your assets do not fall into the wrong hands
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| FULL ONGOING MANAGEMENT OF OUR RECOMMENDATIONS for twelve months which involves:
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| | assisting with all aspects of the day to day management of your Financial Plan
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| | regular information updates and alerts as to what steps you should be taking to optimize your financial position. For example, whether you should be fixing interest rates, making additional or special contributions to superannuation, taking advantage of new tax laws etc.
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| | quarterly newsletters keeping you up to date with the latest developments in the financial world.
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What do you need to do?
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Once you have paid your subscription fee online you will immediately receive your password and log in details by email. Use this to participate in a Virtual Consultation on our website.
Complete your Virtual Consultation and it automatically saves the information as you go. You can go back to it as many times as you like.
Once you have finished your Virtual Consultation, click the “Submit” button and print out your own copy for your records.
You will then gain access to the Service for a period of one year.
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What you won't get from Financial Advice Online for your annual subscription
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We will tell you what you must do and how it must be done. We will not try to teach you about the theory of financial planning. This is not a “do it yourself service”.
This service is not for people who want an education in financial planning. It is for people who want clear, straightforward professional advice about the best steps to take with their finances and who want help in implementing those steps.
If you intend implementing our recommendations on your own then this service is not for you. For this reason you will not find any calculators and “do it yourself” tools on this website.
The service does not include the following:
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- The preparation of tax returns or financial statements, business plans and accounting and auditing type work, etc.
- The preparation of wills, Powers of Attorney, legal agreements and Solicitor type work, etc.
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If you require any of these services you will be quoted fees separately for this.
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Why do you need to participate in a Virtual Consultation?
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In order for us to be able to provide the Service to you we need to know as much about your situation as we can. If we do not have a full picture of your situation then we cannot advise you effectively.
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Is your financial information secure?
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When you participate in a Virtual Consultation, all information is secured using a Thawte SSL certificate (Secure Socket Layer) which encrypts and protects all your information.
Except for your personal particulars such as name, address, contact details and date of birth we do not ask for any sensitive information such as tax file numbers, bank account details etc.
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What else do we need from you to be able to offer you our service?
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All we need to start the process is for you to pay the required fee and to participate in a Virtual Consultation.
We may ask you further questions or ask you to provide documentation at a later stage to cross check the information that you have provided if we think that your information may be incorrect.
During the process of implementing any financial product recommendations we will also need to meet the customer identification and verification requirements as set out in the Anti Money Laundering (AML) and Counter-Terrorism Financing ACT 2006 (CTF).
We will give you further information on this once that stage is reached. In essence though it just means that you will have to provide us with certified copies of your identity documents such as passport or driver’s license etc.
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