In the next step of our process we will
- challenge your current financial position.
- challenge you to dream bigger.
We will demonstrate how we can improve your financial outlook by providing you with a personalised value proposition.
Depending on your situation, the strategies outlined in your value proposition will address some or all of the following areas of advice:
- Wealth creation strategies
- Superannuation – self-managed, corporate and personal
- Investment strategies
- Banking (mortgages and savings)
- Analysis of Centrelink entitlements
- Retirement planning
- Estate planning
- Personal wealth protection
- Asset allocation
We will provide you with a written offer outlining:
- the scope of our advice to you.
- an estimate of fees for providing your personalised advice.
- the range of support services available.
Next step: Empower