For more complex financial advice needs, such as broader contribution strategies or detailed retirement planning, we offer a comprehensive financial advice service. We can meet you in person in one of our offices, or online via Microsoft Teams. We’ll spend time developing an understanding of your needs and tailoring a plan to achieve your goals. We’ll also provide you with administrative support to help you implement our recommendations.
Comprehensive advice can provide you with detailed support and planning in a range of areas, including:
- Retirement planning
- Redundancy planning
- Tax-effective financial strategies
- Wealth creation
- Aged care
- Estate planning
- Personal insurance.
Comprehensive advice is a premium advice offering, with detailed and often complex advice personalised to you and your situation. Your initial consultation with us is provided at no cost. After that, fees do apply to this comprehensive advice service. Any costs will be explained to you in advance, so you can decide if you’d like to go ahead with receiving the advice we can offer.