Frequently Asked Questions

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A financial plan is your roadmap to achieve your highest priority life goals and helps you mapout your financial future. When you have a financial plan, we empower you with a wealth of knowledge and education so that it’s easier to make crucial financial decisions and stay on track to meet your goals.
The true value of working with an adviser include:
– Less financial stress
– Sleeping better at night
– Gaining the knowledge and education to make good financial decisions
– Not making the wrong financial decisions throughout your life journey
Your initial engagement cost typically starts with an agreed fee for service to cover identifying your needs, developing your strategy and implementing of the recommendations. An ongoing service fee is charged to complete regular health check and review of your plan to ensure it meets your changing circumstances & to keep you on track to achieve your highest priority goals.
We listen to you, we work hard to gain your trust, we value our relationship and strive to make a positive difference in your life.
we believe that knowledge and wealth will give you more choice about the way you want to live. Creating and protecting wealth doesn’t happen by chance. To get good financial results, you need good financial advice. That’s where we come in.