1. Your 1st appointment is free of charge and usually takes between 1 to 2 hours.
2. Before we prepare personalised advice for you we need to ensure that we have sufficient information which will enable us to create an accurate and meaningful financial plan.
3. It usually takes us 2 to 3 weeks to prepare an advice document for you and costs usually range between $500 and $5,000 depending on the complexity of the plan.
4. Once you decide to proceed with our advice an authority signed by you will allow us to create an action plan to implement our recommended strategies as discussed in previous meetings.
5. The timeframe for implementation of the recommendations depends on the complexity of the advice provided, and usually takes about 8 weeks to complete.
6. At Lifepath Advisers we provide recommendations as to the level of ongoing service you will require; however the choice is yours and a flat dollar annual fee will be quoted based on your needs. Your ongoing service contract and annual fee can be cancelled with 30 days notice.
YOUR 1ST APPOINTMENT
At Lifepath Advisers we understand that the decision to use a Financial Adviser is not easy, as choosing the best one can be very confusing. However feedback from our existing clients has played a big part in our creating a program which explains in great detail your options for the future.
This gives the peace of mind which comes from knowing that your financial future is safe and certain, in your own hands, but with our guidance.
Our passion and desire was to create something different. A friendly environment where clients feel free to express their own wishes for the future with the knowledge that any advice is unbiased (we do not accept commissions from superannuation or investment product providers).
The Advice for Life Program is based on our ongoing commitment to you, as our client. We will be there at all times to support you in achieving your personal goals, as we believe that long term relationships begin with trust.
Agenda
Your first Appointment usually takes between 1 and 2 hours and will be based around us discovering your personal goals and values and determining how these led you to your past financial decisions, and will take these into account to process future financial goals. Gathering this information will allow me to provide the best possible advice to you.
What to bring
To assist me in gaining a complete picture of your current position could you please bring along the following documentation:
- Latest tax return
- Statements for current investments/superannuation funds
- Statements for bank accounts and credit cards
- Copies of insurance policy documents
- Statements for any loans
Fees
At Lifepath Advisers we believe in creating long term relationships built on trust, this is why your first consultation is free of charge. This gives you, and me, the opportunity to create a path together that suits your needs with no financial risk to you.
At our second meeting you can make the decision whether you would like to proceed with the preparation of an advice document and an authority signed by you will allow me to do this. There is a flat dollar fee for the preparation of your personal advice document which will be based on time spent in preparing that advice and the level of advice required.
Where are we?
Google Maps
Level 1, 31 Darby Street, Newcastle NSW 2300
To make a first appointment, please contact Gavin on (02) 4023 4139.
Fax: (02) 4023 0587
gavin@lifepathadvisers.com.au
On a final note, before you explore the rest of our site, please ensure you do your research when choosing a Financial Adviser, as you would with any major decision in your life. In saying that, we certainly hope you give us the opportunity to show you how we can help create certainty for your future.
