Every situation is different, so there’s ‘no single formula’ to serve the unique needs of each client. However Adelaide Aged Care Financial Advisers chooses to follow a standard process when providing financial advisory services.
Here’s what you should know:
by giving us a call!
of your needs and make an appointment.
for a free consultation.
We give you a ‘quote range’ for our fees.
If you choose to proceed, we guide you through the information gathering process
We develop a strategy paper outlining your key options.
We then discuss your financial options and our recommendations.
Decide what you want to implement as we move forward.