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Pro Trader advisers work with a range of clients - from individuals
starting out their careers, families, retirees to business owners,
companies and superannuation trustees. We take the time to understand
your specific goals and objectives – whatever they may be. As an
example, these may be:
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Maximising superannuation benefits or
retirement income
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Setting up a self managed superannuation fund
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Growing wealth
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Managing debt
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Protecting wealth, eg, personal
insurance considerations
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Estate planning
Our financial planning
process is designed to work with you, as a team. Here's how we work
together:
Initial consultation
The first appointment is about getting to
know each other and may be free of charge. Come with your financial
goals and details of your income, expenses, assets, debts, and
insurances so we can work out how we can help you. If you decide to
proceed we will discuss fees and charges with you at this point.
Strategy Recommendations
At your second appointment, we will present and
explain our recommendations to you in a written document known as a
Statement of Advice. We will take you step by step through the plan,
answer any questions you have, and make any changes you require.
Implementation
Once you give the go-ahead, together we will help you
implement your chosen strategies.
Regular review
Your financial plan is
a living document and should reflect life changing circumstances.
Regular reviews help to ensure your plan continues to meets your needs
How We can Help
Like most financial planning firms our advisers
undergo regular training, we conduct research and respect your privacy.
However, we place special emphasis on getting the strategies right.
There are 1,000’s of products available but only a few dozen effective
strategies which when tailored to suit your circumstances can provide positive
results.
It’s our aim to get the strategy right first and then choose
any products to suit.
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