FAQ’s

  1. What does a financial adviser do?
  2. What is the role of a financial adviser?
  3. When is advice needed?
What does a financial adviser do?

A financial planner sets out to understand each client’s different needs and financial objectives and to recommend an appropriate financial strategy. Our process, called SELF, is broadly defined as: Gather financial information about the client Identify financial and lifestyle goals Identify any financial issues Prepare a financial plan Implement the plan Review and revise the plan at regular intervals, or when circumstances change.

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What is the role of a financial adviser?

Good advice from an experienced, well-informed adviser can help people save money, protect against risk, manage debts, grow assets, reduce tax liabilities, plan for retirement, identify entitlements for government benefits, and plan what inheritance is to be left to the next generation.

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When is advice needed?

Most people choose to see a financial adviser at significant turning points in their life to help them consider their options and to understand financial products, tax laws or the benefit system. This often happens when starting or changing jobs, marriage or separation, starting a family, saving for education costs, buying a house, paying off the mortgage, investments, retirement planning, inheritances, redundancies and lump sums etc.

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Brisbane Office

Level 11 / 300 Ann St
Brisbane, 4001
Ph: (07) 3223 6000
Fax: (07) 3012 8399

Strathpine Office

Unit 3, 27 South Pine Rd
Brendale, 4500
Ph: (07) 3490 9988
Fax: (07) 3490 9984

Caboolture Office

Level 1, 11-13 Bertha St
Caboolture, 4510
Ph: (07) 5428 9555
Fax: (07) 5498 9320