Despite popular perception, not all financial planning firms are one stop shops. Let me assure you we’re far from a one stop shop!
There are many times where prospective clients are referred to a more suitable person…it depends on their needs. Sometimes we need legal matters sorted before we can start the process of planning.
Which is where I see benefit in offering an obligation free first meeting with clients…it provides an opportunity to identify if we’re the right people to work with first, or even if we’d be able to help with their desired outcomes.
In cases where we’re not the right person, there’s a referral made to the right trusted professional.
For instance if you’re wanting to by a property inside of your super fund we can help with your SMSF needs, but I’d have to refer you to a trusted mortgage broker, solicitor and property specialists. Specialists are specialists for a reason and you deserve the best to avoid costly mistakes!
If you’re keen to find out more, call 0407159298 to book your obligation free appointment.