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.

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