Planning your future

Professional financial planning involves us meeting with you to formulate a strategy tailored specifically to your financial needs and resources.

Our qualified and experienced financial planners will firstly gain a thorough understanding of your financial circumstances and requirements. This includes:

1. Savings ability
2. Level of income required
3. Frequency of income payments
4. Capital growth expectations
5. Taxation position
6. Existing investments held
7. Level of security required, and so on…

A recommended strategy will be formulated to enable you to meet all your financial needs and objectives.

The strategy will be designed to suit your age and required lifestyle needs your investment experience and investment time horizon.

Our aim is to assist you to secure and build towards your financial future to provide you with financial peace of mind. This is undertaken through a series of meetings and discussions where our financial planners will take you carefully through each step of the process:

1. Initial meeting
2. Fact finding (gathering information)
3. Preparation of a financial plan (Statement of Advice)
4. Meeting to discuss the financial plan
5. Plan implementation

Contact Us

Melbourne Office:
Tel  +61 3 9840 2200
Fax +61 3 9840 1188
888 Doncaster Road
(PO Box 1385)
Doncaster East VIC 3109
Australia

Melways ref: 47 J1

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Last Updated:
Thursday, September 9, 2010

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