Has anyone ever asked you your reason why? Today it was asked at a meeting and made me reflect on why I do what I do. It started decades ago when I was in banking and realised there were some situations simple banking products couldn’t ‘fix’. Some situations require much more than a simple bank account…
A prospective client called recently, asking did I know anything about Centrelink rules and what the impacts could be on her situation. Turns out I know quite a bit about Centrelink’s rules. I’ve been creating Centrelink effective strategies for more than 20 years now. What the client was proposing would have left them at risk…
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.…
Recently I got a call from a potential client…one of the first things out of her mouth was ‘What are your fees?’ The thing is…financial planning is not a one size fits all situation, which means it’s not a situation where one fee fits all! Our fees are variable, with the cost of services provided…
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