Have a question? We’ve put together a selection of some of the typical questions we get asked on a regular basis and our answers. If by chance you need to know something that isn’t covered here please contact us and we will be more than happy to discuss your query.
Why would I contact a Financial Planner?
If you want assistance in managing your money better or for any of the following:
- Setting up or reviewing your Superannuation
- Insurance advice (Life, Total and Permanent Disability, critical illness protection)
- Retirement planning
- Estate planning
- Seeking investment options
- Debt management
- Wanting to reduce the balances on your credit cards
- Cash flow and budgeting
- Deciding how to use an inheritance
How much does it cost for our services?
The first meeting is at our cost and without obligation.
The meeting is a chance for us to decide if we wish to work with each other, and for us to determine if we can be of benefit to you.
To make the best use of our time together we will send you some material in advance of our first meeting
These should help you prepare for the meeting and have a better understanding of how we might work together.
Costs depend on what work we do for you but this will be discussed with you at the initial meeting we don’t start that work until we have your express permission.
In many cases, our fees can be paid by the product providers so you may not need to give us any money directly.
What does Advice for Living do?
We help individuals and families to achieve peace of mind and financial certainty so they can get on with their lives and look forward to a bright future.
By working with you to develop strategies for wealth building, family protection and practical financial direction we can minimise the “What If” situations that life throws at you from time to time.