Ask an Adviser
Ask an Adviser has been designed for those who have questions they want answered, but don’t need a full comprehensive financial plan. It’s a one-hour tutoring session for your finances.
STEP 2
Book a Time
Upon completion of your questionnaire you’ll be invited to book a time directly into the calendar.
STEP 3
Video Meeting
Your consultation is a one-hour chat via Zoom. We will discuss your query and provide you with answers.
GETTING STARTED
At $195, Ask an Adviser was designed to be a cost-effective solution for those who just need a little guidance.
Ready to go? Just click below, detail the question(s) you want answered, and you’re all set for your one-hour consultation!
The process
Ask an Adviser is a three step process:
- Complete our online questionnaire, detailing the question(s) you want answered.
- Book in your one-hour consultation to chat with a licensed Financial Adviser. This is an online video consultation hosted via Zoom. The cost of the meeting is $195 inc. GST and will be payable upon booking.
- Enjoy your meeting! Post the meeting, your adviser may email you reference material where appropriate.
Who is Suited
Ask an Adviser is a service suited to those individuals who have a few questions they want answered. This may include the following…
- You don't need comprehensive advice, just a little guidance.
- You are struggling with a decision and need to understand your options better.
- You have a technical query but can't find answers.
- You are happy to receive advice as general information only.
This service is essentially a one-on-one tutoring session to empower you to make sound financial decisions.
Who is Not Suited
Ask an Adviser is not for everyone…
- You want a comprehensive look at your whole financial situation.
- You want personalised advice in a written document.
- You want help implementing the advice.
- You want advice on specific products or investments.
If you are looking for personalised, comprehensive advice which takes into consideration your full financial position, check out our Tailored Advice offering.
Does Location Matter?
No, we work with remotely clients across Australia through the use of integrated technology.
General advice only
The advice you will receive is general in nature only. This means:
- The advice is given without taking into consideration your objectives, financial situation or needs;
- You should, therefore, consider the appropriateness of the advice, in light of your own objectives, financial situation or needs, before acting on the advice; and
- If the advice relates to the acquisition, or possible acquisition, of a particular financial product, you should obtain a copy of the Product Disclosure Statement (PDS) and Target Market Determination (TMD) (if required) relating to the product and consider the PDS before making any decision about whether to acquire the product.
What about cost?
The cost for your one-hour consultation is $195 including GST. This fee is payable upon booking in your meeting.
Please have your id ready
We ask that you have a copy of your ID ready to view for verification purposes.
ready to go?
If you think Ask an Adviser is right for you and you’re ready to take that next step, click below to get started.
Still have Questions?
Finding the right person to help with your finances is a big decision. If you do have any questions fill in the form below and we will get back to you shortly.
