Question 1

What is independent financial advice?

Accepted Answer

We are certified independent. The CIFAA’s seal of approval shown on our website helps Australians select a financial adviser who operates without receiving incentives and without conflict.

Question 2

What is a financial advisor and what are the services one offers?

Accepted Answer

A financial advisor is a professional who provides personalised financial guidance and advice based on your individual financial goals and circumstances.

Question 3

Why are financial advisors important?

Accepted Answer

Financial advisors help individuals and families make informed decisions about their finances. Our expertise and knowledge can assist you in creating a tailored financial plan that aligns with your goals.

Question 4

What can I expect during a consultation with a financial advisor?

Accepted Answer

During a consultation, we will typically start by getting to know you, your life goals, risk tolerance, and current financial situation.

Question 5

How can I prepare for my first meeting with a financial advisor?

Accepted Answer

Before your first meeting, take some time to think about your life goals, both short-term and long-term. Consider any questions you have regarding our approach to financial planning.

Question 6

How do financial advisors determine personalised strategies for clients?

Accepted Answer

Financial advisors determine strategies by conducting a thorough analysis of your financial situation. We consider factors such as your income, expenses, assets, debts, risk tolerance, time horizon, and future goals.

About Jacques Hollenbach

Entries by Jacques Hollenbach

Nothing Found

General Advice Warning

Our Policy

Call Us

Email Us

Our Locations