What is on your wish list for life?
Depending where you are in life’s journey, Goals & Dreams Financial Planning Brisbane team will spend time finding out what is important to you and then put a plan together to help achieve these goals…
Goals and Dreams will give you financial empowerment by teaching you about financial planning, how to make informed decisions and take away the fear of investing. It is important to us that we establish long term relationships with our clients, for our clients to understand the process of financial planning, and for our clients to know that we will be there for them in both the good times and the challenging times.
It is said that financial planning is like a jigsaw puzzle. The financial planning jigsaw fits all financial planning pieces together to make a whole financial plan.
How many pieces do you have to make sure you have a secure financial future?
With our Goals & Dreams financial planning process, we make sure you have all the right pieces that fit perfectly together to meet your financial objections and ensure that you can enjoy the journey. So call our team today at Goals & Dreams, so that together, we can help you achieve your goals and dreams in life.
The Financial Planning Process
This is appropriate for a client who requires their full financial situation to be analysed.
The first thing we do is sit down and have a general discussion about your situation. We will ask LOTS OF QUESTIONS, which will help determine whether or not we are able to assist you. This will also give you the opportunity to decide if you feel comfortable in working with us. This meeting is obligation and cost free..
Analysis of Situation
Following our initial meeting, we will analyse your situation.
- Will you have sufficient capital to provide the lifestyle you desire?
- How can we invest your funds in a tax effective manner?
- Will you sleep comfortably at night, not worrying about your investments?
During the analysis phase, it may be necessary for us to have further discussions with you, to ensure we are on the right track. Second and subsequent meetings are at a cost of $250
Plan Preparation / Written Recommendations
By completing a Letter of Engagement (initially) this summarises our discussions and your requirements/strategy and provides the authority to proceed with written recommendations via a statement of advice. We then move to the formal stage of written recommendations.
Full Financial Plan
- The fee for this falls in a range of $1,000 – $5,000 (GST Inclusive).
Reduced Scope of Advice
- Eg. Salary Packaging in the range of $300-$500 (GST Inclusive)
However, the appropriate fee will be determined after our initial meeting and consideration of your circumstances. Rest assured that we will discuss and agree on the fee with you before proceeding.
Implementation of Recommendations
Our services don’t stop at this point. We work with you to implement your strategies, including:
- Completion of application forms
- Arrange for regular contributions or payments
- Provide written confirmation
Our fee for providing this service will be detailed in your Statement of Advice.
Our fee for providing the Client Care Program will be detailed in your Statement of Advice.
Client Care Program
Once your plan has been implemented, we like to get together again after 3 months or so to review what has been put in place — with your name on it!
Clients have advised that this has provided both comfort and clarity. Depending upon individual circumstances, we then have at least annual reviews and meetings to ensure you are on track to achieve your goals and dreams.
However, we are ALWAYS here to answer your queries or questions, whether it is a face to face meeting, phone call or email.
The team at Goals & Dreams look forward to receiving your postcards!!