Organizing your finances will give you peace of mind so
you can focus
on the things you enjoy.
ARE YOUR FINANCES
ON TRACK?
Investments, Superannuation
and Insurance
Organizing your finances will give you peace of mind
Investments, Superannuation, And Insurance.
Organizing your finances will give you peace of mind.
The first meeting is all about your current situation and what you are hoping to achieve.
So it makes sense to have a think about what goals you would like an adviser to help you with prior to the meeting.
To make it more of a conversation and less of a ‘list your assets session’ collect some financial information beforehand. A superannuation statement is a good start.
Using a “money manager” app is a convenient way to get organised. They list your debts and assets and provide a net worth estimate, some can track your spending.
The adviser will present you with their Financial Services Guide. It explains who they are licenced by and how they can help you.
The adviser will want to learn about you and your goals. Be clear with your situation and what you are trying to achieve.
The adviser will ask you a series of questions to determine your attitude towards investing, your Risk Profile. It's important as the adviser will recommended investments according to this profile.
Studies have shown people find it difficult to assess a financial adviser when they first meet them. So, what should they do?
Assuming they feel comfortable with the adviser they should ask questions until they know more about the adviser and their service offering.
What are the adviser’s specialties? What areas of advice are they most experienced in? What does their ideal client look like?
What are their typical charges? Are they flexible with their service offerings? Can the adviser provide a referral?
The first meeting is all about your current situation and what you are hoping to achieve.
So it makes sense to have a think about what goals you would like an adviser to help you with prior to the meeting.
To make it more of a conversation and less of a ‘list your assets session’ collect some financial information beforehand. A superannuation statement is a good start.
Using a “money manager” app is a convenient way to get organised. They list your debts and assets and provide a net worth estimate, some can track your spending.
The adviser will present you with their Financial Services Guide. It explains who they are licenced by and how they can help you.
The adviser will want to learn about you and your goals. Be clear with your situation and what you are trying to achieve.
The adviser will ask you a series of questions to determine your attitude towards investing, your Risk Profile. It's important as the adviser will recommended investments according to this profile.
Studies have shown people find it difficult to assess a financial adviser when they first meet them. So, what should they do?
Assuming they feel comfortable with the adviser they should ask questions until they know more about the adviser and their service offering.
What are the adviser’s specialties? What areas of advice are they most experienced in? What does their ideal client look like?
What are their typical charges? Are they flexible with their service offerings? Can the adviser provide a referral?
"I have been a satisfied client for over 4 years. The level of personalised service has been exceptional. Lots of assistance and advice provided on all aspects of investing and superannuation.
Highly recommended."
- Irene
"Andrew brings me confidence and peace of mind about my finances. Not only is his professionalism underpinned by financial management expertise, but it also encompasses excellent communication skills and attention to detail."
- M. Cesarello
"I have known Andrew for years and have found him to be extremely honest and professional. I have achieved favorable investment outcomes thanks to Andrew’s knowledge and experience. I would not hesitate in recommending him."
- Steven Briffa
"Andrew has managed my Portfolio for several years now and I have always found him ( MOST IMPORTANTLY) to be completely transparent and trustworthy and as an added bonus, he even has a great sense of humour! Always accessible and reliable."
- Sonya
Phone:
1300 969 563
Email:
andrew@endgameadvice.com.au
Address: PO Box 91 Altona North VIC 3025
Endgame Advice
ABN 50 950 084 701
Level 23, 25 Bligh St Sydney NSW 1225
PO BOX R686 Royal Exchange Sydney NSW 1225
Phone: 02 9252 2000
Fax: 02 9252 233
www.lifespanfp.com.au
ABN 23 065 921 735
Andrew Bonnici is an Authorised Representative (ASIC No.222909) of Lifespan Financial Planning Pty Ltd (AFSL: 229892).