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:
Introduce yourself
by giving us a call!
Inform us
of your needs and make an appointment.
Meet us
for a free consultation.
Get a Quote
We give you a ‘quote range’ for our fees.
information gathering
If you choose to proceed, we guide you through the information gathering process
Strategy & Plan
We develop a strategy paper outlining your key options.
Meet us again
We then discuss your financial options and our recommendations.
Decisions
Decide what you want to implement as we move forward.
