Once we have gained an understanding of your personal and financial situation we will be happy to provide you with an estimate of the fees involved.
To assist you in the planning process we have broken it down into several stages. Remember, we commit to clearly stating our fees in advance, so you know where you stand.
No charge, up to 1 hour. This is where you get a chance check us out and we get a chance to see whether there’s anything we can do to help improve your situation.
The meeting involves a discussion about your goals and objectives, an assessment of your current situation, plus the pros and cons of different strategies that you might consider in the future.
The “Options Paper” is a report that illustrates, in a bit more detail, one or more financial strategies you might wish to consider. It is tailored to your personal circumstances but should not be taken as a formal product recommendation or Statement of Advice.
If specific products are being recommended or you’d like us to review your existing portfolio, then we will prepare a Statement of Advice (SOA); either instead of the Options Paper, or in addition.
Statement of Advice
All specific recommendations must be provided in writing in what is known as a Statement of Advice (SOA). The SOA provides a high level of detail to assist you in making an informed decision about specific products, changes or recommendations.
The preparation of an SOA, its presentation to you and then the making of further refinements based on your feedback, (if necessary) can take several weeks. Our mission is to first ensure we fully understand your situation and then explain things fully so you feel comfortable and in control about proceeding to the next stage.
Should you request our assistance in implementing some, or all, of the recommendations in the Statement of Advice, then we will be happy to assist. This could involve a range of tasks, including…
- consolidating your super accounts
- establishing a new super or pension fund (including self managed super funds)
- assisting with Centrelink claims (including joint Centrelink visits where required)
- liaising with your accountant or solicitor
- completing insurance paperwork and monitoring to completion
The ongoing review service is designed to provide you with peace-of-mind in a changing world.
By joining the Ongoing Review Service you gain virtually unlimited access to the team at Partner Financial Group and in many ways we become your financial “partner”, helping you develop specific goals and plans, and then working alongside you to keep them on track.
It is a service for those who value a close professional relationship with their adviser and who like the idea of “out-sourcing” many of the worries that come with managing money.
Quality financial planning advice can pay for itself many times over, as appropriate strategies are implemented and importantly, reviewed on a regular basis.
Our Goal & Promise
Our goal at all times is to deliver a professional, personalised service of the highest standard.
Our promise is that you will feel empowered through dealing with us, gaining value-for-money, both initially and ongoing.