At Retirement Planning Partners we work collaboratively with other professional advisers, including your Accountant and Lawyer to coordinate the best solution for your Financial Planning, Estate Planning and Taxation needs.
Areas of Advice Provided
- Retirement planning – pre and post retirement
- Wealth Creation
- Wealth Protection (including personal insurances)
- Self Managed Superannuation Fund (SMSF)
- Aged Care
- & Estate Planning
All advice is provided on a fee for advice only basis, with no commissions or other product related fees payable to the adviser.
Our Advice Process
Understanding your goals, aspirations and lifestyle dreams is the most important part of our advice process. It forms the basis of the plans we create to help you live the life you want. Getting to know your adviser before committing to your personal plan is the first step. For this reason, your first meeting does not cost anything and we will not place expectations on you. After all, it’s your life and your money and you need to feel comfortable. To ensure you have the best experience there are a number of steps we go through before formulating your personal financial advice with you.
1. Initial Meeting read more
– your lifestyle and financial goals
– what and who is important to you
– where you stand financially
– what you want your money to do for you
We’ll tell you about the services we provide, ways we can help and answer any questions you may have.
Should you wish to proceed to a strategy meeting, we will also take a closer look at your financial position and get into the details. The more information and insight you can share with us, the better we can ensure we cover all bases for your strategy meeting. There is a cost for the strategy meeting which will be quoted at your initial meeting.
2. Strategy Meeting read more
This meeting will allow you to get a good feel for how we can help and also outline the costs involved to proceed further with a comprehensive financial plan (also known as a statement of advice). A flat fee will be quoted outlining the cost to proceed with the agreed areas of advice. We will also provide an advice agreement which we ask that you sign and return once you are happy to proceed. In the meantime if you still have questions we are more than happy to answer these prior to you committing to a personal financial plan (statement of advice).
3. Advice Presentation & Implementation Meeting read more
At this meeting you will receive your personal financial plan which is a very comprehensive document containing all of the advice recommendations along with information and disclosures relating to any financial products. It is important to take your time understanding this document and we encourage you to ask as many questions as you need. It is our responsibility to ensure that our advice is transparent and is your best interest.
Any paperwork required to implement the advice will also be prepared for this meeting.
4. Check-in meeting read more
5. Ongoing Advice & Regular Review Meetings read more
We won’t just give you advice and leave it for you to follow on your own – we can professionally implement your chosen strategies on your behalf and ensure they are operating effectively. In order to do this we offer a range of ongoing service programs to suit both your needs and your budget.
For over 30 years we have conducted education seminars that have benefited thousands of Gold Coast residents. We regularly address special groups including National Seniors, Probus, Rotary and clients of Lawyers and Accountants. We have also worked in conjunction with Griffith University to promote Philanthropy, the establishment of scholarships and “Gifting why you are living,” to fund Medical Research.
Our extensive range of seminars include:
- Estate Planning
- Self-Managed Superannuation Funds
- Investing for Financial Security
- Government Budget Updates
- Retirement Planning
- & Age Care Options.
Check out our upcoming seminars or phone us on 5593 0005 to find out more.
Schedule a financial health check today!
There are six important questions you need to ask;
1. How long will your money last and will you outlive your retirement capital?
2. Are you on track for retirement?
3. Are your investments safe?
4. Is an SMSF right for you?
5. Will you qualify for an Age Pension?
6. Are you maximising your financial planning and taxation strategies?
Please contact us to book an initial meeting.