17 - September

What happens at the initial consultation? Is there obligation after the initial consultation?

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There is no obligation at the initial consultation. Our job is to talk about your financial situation and your goals, needs, and objectives (personal and financial). Your financial adviser will use this information to research and produce a financial planning outline that will detail the most suitable strategies/plans. This will include detail of the costs, and which ongoing service package best suits your needs.

If you agree to proceed, a Statement of Advice (financial plan) will be produced and another face-to face consultation will be arranged where all fees, charges and cooling off periods will be explained in detail. Please refer to our services page for an indication of fees based on the service packages.