To help lower your costs and improve the services we can offer, A4m provides a free financial app that can operate on your mobile device and on a desktop. The app provides you with an easy-to-use interface where you can store all your financial information in one place. Wills, insurance policy details. You can even use it to store receipts for tax time. The app can expand to accommodate the level of detail you want. And it's free!
What are your assets, your liabilities, your income and your expenses. Don't worry, we're not comparing you with anyone. It will help us ensure our advice is appropriate to your circumstances.
An overview of the financial planning process. This single page guide will help clarify the steps involved, and timeframes you can expect.
Our Financial Services Guide, Privacy Statement, Adviser Profile - and helpful information on where to find us, and parking when visiting our offices.
Advice4Me provides you with a personal, ongoing financial planning service, for help with your insurance, investment, superannuation and loan accounts.
You benefit by having access to a personal service that can help you navigate the administration of your accounts.
You choose the level of detail we maintain. Some people just want help from time to time so we only retain the basic details of you and your accounts, while others prefer that we become a storage place and referral point for their full financial position.
Modern financial planning relies on efficient access to information and a clear picture of your financial position and objectives. We think this is best achieved through a long term relationship rather than erratic call-centre contacts.
Services you can trust, at prices you can afford.
Advice4Me offers the services of a number of Advisers, each specialising in a range of areas. Our advisers can assist you with information and comparisons across most insurance, investment and superannuation companies.
Through the services of Kerry Franklin, you will also have access to advice and services on home, investment and vehicle loans.
John Claessen is your first port-of-call for financial advice on your existing accounts or thoughts and strategies for new accounts.
Where required, John will call on advice support from Kerry, Simon and Michael to ensure your financial advice needs are met.