Multiple Entity, Multiple Complex Strategy, Comprehensive Advice.
Face to Face, Zoom or Skype meeting. Meet and greet, Answer client questions, Complete a comprehensive Fact Find. Identify Client Subject Matter, Goals and Objectives. Identify and Agree on Scope of Advice and beginning Strategies. Comprehensive Information Session, Review of current situation, Understand the client’s Personal Health, Capacity and Family Circumstances, Review existing Estate planning and Identify any Issues for attention. Identify and Agree on Scope of Advice and Financial Planning Services fees and charges. Subject matter includes; Budgeting Strategies and recommendations, Debt management - structuring your affairs to clear inefficient debt also using debt to your advantage to build wealth, Budgeting and cash flow strategies, Debt management Strategies, Review Age Pension eligibility and payments, Strategies to grow wealth, Tax effective strategies, structuring and planning. Superannuation strategies, Retirement planning, Centrelink and Department of Veteran Affairs Documentation & Implementation - Age Pension Application/Update and/or Assistance with Combined Assets & Income Test forms from (Centrelink) Services Australia, Estate planning circumstances and Strategy Opportunity, Cash Flow illustrations, Retirement adequacy 'Gap' analysis and Strategy, Risk Analysis - Protecting the things that are important to you from the risks of life i.e. loved ones, assets, income, lifestyle and business. Redundancy and employment termination advice, Investment advice and portfolio construction, Self-managed super funds (SMSFs), including appropriateness, investment strategy, analysis and strategies, Superannuation advice and portfolio construction, Financial Product recommendation. Identify and document multiple complex, multi entity, strategies, alternatives, and recommendations with a Statement of Advice (SoA). Peer Review and Compliance check. Provide information on Ongoing Advice/Regular Review Services fees and charges. Portfolio review schedule and ongoing management determined and agreed. Identify, and agree on scope and frequency of Ongoing Advice/Regular Review Services, fees, and charges. Multiple follow up meeting(s).
$7,500 + GST