“a second set of eyes can be a strong sounding board and source of confidence. "
In the forever changing landscape of Financial Planning and Financial Services, we are conscious of the decisions, considerations and thinking that is required in order to ensure the correct plan or best fit solution is utilised to serve client needs.
In that regard, as with any walk of life, a second set of eyes can be a strong sounding board and source of confidence.
With this in mind, we welcome any individual to come in and have a confidential chat with us. As part of this chat, we will discuss financial goals, both present and future.
We will assess the mechanisms and structures that are in place to achieve these. We will provide an honest assessment of your situation and should be think the current solutions are a strong and adequate fit, we will provide that confidence boost. Similarly, should we deem there to be shortfalls, benefit gaps or solutions that are not best fit, we will explain our thoughts and reasoning in a client friendly manner, and we can potentially discuss some alternatives.
Whatever the outcome, we aim to add value, and provide some good coffee!
with Protection Options?
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