Multiple Complex Strategy, Comprehensive Advice, Documentation and Implementation. Facilitate Centrelink.
Face to Face or Skype meeting. Identify any Issues for attention, Understand the client’s Personal Health, Capacity and Family Circumstances, Review Estate planning, Comprehensive Information Session, Identify and Agree Scope of Advice and beginning Strategies, provide information on Financial Planning Services fees and charges, identify Family agenda, Identify Client Goals and Objectives, Strategy Review includes; Budgeting and cash flow strategies, Tax effective strategies, structuring, and planning, Superannuation strategies, Self-managed super funds (SMSFs), including appropriateness, investment strategy, analysis and strategies, Strategies to grow wealth, Centrelink and Department of Veteran Affairs, Estate planning circumstances and Strategy Opportunity and Retirement planning. Complete a comprehensive Fact Find, Budgeting Strategies and recommendations, Debt management - structuring your affairs to clear inefficient debt also using debt to your advantage to build wealth, 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, Centrelink and Department of Veteran Affairs, Investment advice and portfolio construction, Financial Product recommendation, Retirement village advice, Residential Aged care strategic advice, Cash Flow illustrations, Retirement adequacy 'Gap' analysis and Strategy, Age Pension Application/Update and/and Assistance with Combined Assets & Income Test forms from (Centrelink) Dept. of Human Services, Investment advice and portfolio construction, Completion of any Financial product applications, Identify and document multiple complex Strategies and recommendations and alternatives with a Statement of Advice (SoA), Implement any Financial Product recommendations, Post implementation review, Portfolio review schedule and ongoing management determined and agreed, multiple follow up meeting(s), ongoing availability for up to three months from engagement.
$3,750 + GST