Advice4me financial planning appointment checklist

“No one has ever achieved financial fitness with a January resolution that’s abandoned by February.” ― Suze Orman

What is your objective?

What is your objective?

Save more, invest more wisely, insure your income, improve your loan position or simply get your financial life under control?

What is your position now?

What is your position now?

Don't worry - confidentiality is important to us all. And remember, we're not out to compare you with anyone. To make sure our help is best focused on you, we'll need to understand what assets and income are available to help you get to where you want to be? What are you prepared to spend or do to achieve the future you want? An example of our Client Data Form is included in the linked title above.

What is this going to cost?

What is this going to cost?

We won't know until we know what you want us to do. Our business is not a 'sausage machine' that flogs products you don't need. We offer a genuinely personal, tailored experience with a real human being. We'll not incur costs without your approval, so you are always in control of fees and costs.

What's the process?

What's the process?

To make an appropriate recommendation, we will need to assess your situation and objectives, identify possible options and establish which is appropriate for you. The process that is followed can be seen in file linked to the "What's the process?" title above.

But what about...

But what about...

Fees? Costs? Confidentiality? Bias? Hidden agendas and other foolishness. Financial planning is an intimately personal experience. You are sharing details not known by most of your family or friends. Make a full list of every concern, and work them through with your advisor, point-by-point.

The fine print

The fine print

If you have any questions for the advisers of Advice4Me then please simply call or contact us via email at planners@a4m.com.au. The information contained in this website is general in nature in that it does not take into account your objectives, financial situation or needs. You should consider whether the information provided in this website is suitable for you and your personal circumstances. Before you make any decision about whether to acquire a certain product, you should obtain and read the relevant product disclosure statement. Our Privacy Statement can be found by clicking on "The fine print" title above this paragraph.

Still hesitating?

The Royal Commission into misconduct in financial services identified examples of questionable and even illegal, conduct. But that does not mean all planners are crooked or doing the wrong thing. We think we are different, but we understand that it's a big step if you are not used to dealing with a financial planner. If it all seems too scary to take those first steps towards seeing a financial planner, it might help to spend time reading more about planning and the rules that planners must now operate under. We think that knowing those rules and requirements might help you to see just how much planning has moved towards what we have always considered financial planning to be - open, honest discussion of ideas, strategies and options to help improve your financial knowledge and position. The link below is to the government-run website, MoneySmart.

MoneySmart

Contact Advice4me

+61 (8) 6556 2999

Level 1, 197 Adelaide Terrace, East Perth WA 6004 PO Box 6222 East Perth WA 6892

planners@advice4me.com.au

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  • Let's prepare for your financial planning update!

    We don't want to waste your valuable time, and we aim to keep costs down to make us more effective for you. These few, quick steps will help smooth the process, so you can get on with living life, and get off the paperwork merry-go-round!

  • What would you like us to help you achieve?

    What is your key objective? How do you see us best helping you? We just need to make sure that our ideas, comments and recommendations are tailored to your financial position. Your best financial interests drive every aspect of our advice - and we don't want to get it wrong - so correct information is the starting point of an effective financial plan!

  • What is your current financial situation?

    Don't worry - confidentiality is important to us all. And remember, we're not out to compare you with anyone.

  • Talking about costs... did you know

    It's all about open and honest communication and effort. Your planning appointment is an opportunity to ask questions and get to the heart of what's important to you, and how you'd like your planning to work for you. If you are already paying us an advisor fee then that will be taken into account, and we'll make sure that no additional costs are incurred without first asking your approval.

  • Let's get started..

    The link below will download our Client Data Form and Financial Services Guide. If you make a start to answer the questions then you are on your way. If it's all too much, just call us on 08 6556 2999 and book a time to call into the office, and we'll help guide you on the steps to get your planning underway.