Advice Centre
Frequently Asked Questions
Financial Advice | Superannuation | Retirement | Investing | Insurance
| Getting Financial Advice |
What is financial advice?
There are two broad types of financial advice:
Information that you receive at seminars, in newsletters or from the media can be both interesting and educational. However, this type of information is known as general financial advice because it is not tailored to your individual situation, needs or goals. It is of a general nature and may not be relevant to your situation.
Personal financial advice is tailored to your individual situation. After working with a Financial Adviser to establish your current situation and your goals, a plan (statement of advice) is produced. This plan contains advice and strategies that are personalised for you and are relevant to your situation.
What can an Adviser help me with?
A Financial Adviser can help you develop a financial plan tailored to your own specific circumstances so you can reach your financial goals.
These goals may include a comfortable retirement, making investments suitable to your risk profile, reducing debt, making sure your insurance needs are covered or saving up for your childrens' education. Read more
How much does financial advice cost?
We operate on a fee-for-service basis. That means that we only charge for the time it takes us to prepare your Statement of Advice (SOA). Read more
I can't come in to your office to meet with an Adviser - what are my options?
We have Advisers in all States and Territories; use our Find an Adviser tool to see where they are located.
All of our Advisers can conduct meetings with you over the phone if you can't make it to our office. Some Advisers are also able to conduct meetings online via web cam, where they can show you documents on screen while they talk you through them. Please tell us your preferred option when you book an appointment.
Last updated on 21st March 2012
