At affordableadvice.com.au we use technology and innovative processes to ensure you can receive high quality advice which is affordable.
Our process is just 3 easy steps :< br>
Select the area of advice where you require assistance from our Services page, choose a time suitable to you and pay for the consultation via our merchant link.
Your service provider will contact you at the scheduled time. They will discuss your financial objectives, then obtain details of your financial circumstances, financial planning including current assets, debts, income, tolerance for investment risk, personal insurances depending on the area of advice you are seeking.
From this meeting, a written plan (known as a Statement of Advice) will typically be produced, detailing the recommendations. The document will explain how this plan could be implemented, and detail any costs that would associate with the implementation.
Many of the services we arrange are of a financial planning nature – Income Protection, assistance with Superannuation, Self Managed Super, or perhaps Key Person insurance. These services will be provided by Guidance Financial Services Pty Ltd, an independently owned, authorized representative of Financial Wisdom Ltd, AFSL 231138. A link to their Financial Services Guide can be found at the bottom of this page.
Guidance Financial Services is a full service financial planning practice, with offices in Ringwood and Essen don in Melbourne. They provide advice on over $78million of client funds as at December 2009. Guidance Financial Services has a team of financial planners with particular areas of specialty, including a SPAA accredited SMSF Specialist Adviser. They are licensed through Financial Wisdom Ltd, a wholly owned subsidiary of the Commonwealth Bank of Australia. Whilst this does not mean Guidance Financial Services are obliged to recommend Commonwealth Bank product, it does mean that Guidance Financial Services are subject to regular compliance audits and ongoing training obligations, which ensure the services you receive are of the highest standard.
For more information about any kind of advice, solution and about Affordable advice just log on to: http://www.affordableadvice.com.au/