Imagine if ever you were diagnosed with a serious illness. There is every chance you would go and get a second opinion before taking any treatment. So why not do the same thing when making important lifestyle and financial decisions?
One of the most valuable services we offer is our Financial Planning Review Service. This is a great service for those who have had a financial plan prepared but want to get a second opinion about the advice that has been provided and about the costs associated with the financial plan. This gives you peace of mind that what you are doing is the right thing and in your best interests.
As part of our service we will:
- Review the financial planning document to ensure it has been properly presented in
- accordance with all of the regulatory guidelines.
- Review the strategies that have been recommended to ensure they are consistent with your
- stated objectives.
- Turn any jargon in your plan into plain English.
- Give you an opinion regarding the costs associated with your plan.
Our review service ensures that the advice you are getting is right for your circumstances and makes sure that you are fully aware of any ongoing or upfront costs associated with your advice and any product recommendations.
To learn more about how this service could give you peace of mind and perhaps save you thousands of dollars contact us.