Our Advice.

Life without organisation and planning can lead to a chain reaction of failure.

A financial plan is the best way to be sure that your finances are able to meet your immediate and future needs.  This applies to everyone, not just those who are financially secure.

Did you know that the process of constructing a financial plan does not have to hurt your back pocket at all?  A financial plan outlines your goals and details and how you may actually achieve them.

In preparing our advice, we understand that each client is unique and therefore our advice preparation fees will vary depending on the advice we provide and the complexity of the needs being addressed.

Our advice process

• Collection of information - before your initial consultation with your adviser, we ask you to complete a Fact Find which maps out your financial position and objectives, risk profile and budget.
• Identify your Goals and Objectives - at your initial consultation, we will go through the Fact Find and look at your financial goals.  At this stage we will discuss the steps you can take to improve your financial well-being, for example, insurance, investments and retirement.  You will also be made aware of costs prior to proceeding with the next stage of the process.  All work up to this stage is complimentary.
• Research, Analysis and Strategic Planning - following your consultation, your adviser will identify the strengths and weaknesses of your current financial position, taking into account your goals and life stage and will research options for you to consider.
• Prepare your Financial Plan - we will then develop a strategy for you based on your short and long term financial goals and your lifestyle objectives.  We will bring this all together as a written financial plan (called a Statement of Advice).
• Acting on our Advice - we will assist you with each step to implement your plan.
• Ongoing Review - we will review your investments, strategy, your ever changing needs and objectives on an ongoing basis to take into account any life changes.

Contact one of our qualified financial planners and start planning for your financial future today.

Emery Group Financial Planning Pty Ltd ABN 16 133 728 855 is a Corporate Authorised Representative (331 953) of Sentry Financial Planning Pty Ltd ABN 74 099 029 526 (247 105).