Frequently Questioned Answers


What’s the difference between an Accountant and Financial Adviser?

o A financial adviser is different from an accountant. If you are looking for advice on budgeting, investing, insurance, super, tax reductionany sort of planning for your moneyfinancial advice will be beneficial for you. An accountant’s main role is to monitor your financial cashflow and complete your tax return. An accountant is not able to provide Wealth Creation and Wealth Protection strategies.


Why do I need Financial Advice?

o It is important to receive quality advice to ensure; your super is growing, your current super/insurance products suit your needs, you have insurance protection, your investments align with your risk tolerance and overall your family achieves your financial goals.


Who should receive Financial Advice?

o Financial advice is essential for working families, for people who have assets and liabilities, for couples who have not received financial advice previously or anyone who wants to achieve their financial goals.


What value do I obtain from my advice fee?

o The one-off advice cost will provide you with advice strategies and will assist in creating and protecting your wealth. Your advice will be presented to you in a SOA Document which includes where you currently are and how to get to where you want to be financially. Our service includes creating and completing the advice applications.