79 Belair Road, Kingswood SA 5062
You can’t plan for everything, but a well-thought-out plan gives you confidence and increases your chances of success. A financial plan is the same.
Financial planning is the process of determining your goals and then determining a financial and investment strategy to meet those goals. A financial planner can help you do this.
A financial planner is like a personal trainer for your money. He or she can bring the right knowledge, expertise, and guidance to help you identify your individual goals and provide the blueprint for you to achieve them.
In today’s complex and ever-changing fiscal world, it’s never been more important to seek qualified and experienced guidance to help you secure a successful financial future.
When you get in touch with us, we set up a 60- 90-minute consultation that is at no cost to you. A little like a first date, we will get an idea of what you are looking for and whether we can help you. You get a sense of our expertise and whether you want to work with us.
Discuss your goals and current financial position
We will discuss your current situation and collect specific and relevant information from you so that we may better understand your background.
Define what advice you are looking for and discuss costs
Identifying exactly what you are looking for is the foundation for creating your plan. Your adviser will go over which specific areas of financial planning and advice you are seeking. They will also discuss costs upfront so that you know exactly what your expenses will be.
After we have met, we will check we have all the information we need from you about your situation and goals. Your financial planner will then develop a plan for you. This usually takes about two weeks to prepare as it is thorough and covers all options that are available to you.
After about two weeks, your financial adviser will be in touch to present their findings and recommendations and go into the details of your plan. They will explain why they have recommended the specific strategies and products and how the plan meets your needs and objectives.
If you accept the recommendations, you will work with your financial adviser and their support specialist to implement and manage your financial plan.
Over time your situation and goals, investment markets and legislation will change.
To make sure your financial plan is accurate and relevant going forward we will review our advice at least annually, or if your situation changes significantly, and adjust your plan accordingly. We will enter into an agreement with you to do this.
Reach out and one of our friendly staff will be in contact with you ASAP.
Book in your free FREE telephone consultation to see if we can help you reach your financial goals
Minerds Bell Consultancy Group and Andrew Harris have consistently been recognised by the financial planning industry for their commitment to their clients and the quality of the financial advice they provide.
79 Belair Road, Kingswood SA 5062
Mon-Fri: 9:00 – 17:00
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
Clive Harris and Associates Pty Ltd trading as Minerds Bell Consultancy Group ABN 97 008 019 163 is a Corporate Authorised Representative of Charter Financial Planning Limited ABN 35 002 976 294, Australian Financial Services Licensee, Licensee Number 234665.
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Let us put a persoanl touch on managing your financial freedom. Contact us and one of our friendly staff with be in touch ASAP. Alternately you can call us directly on (08) 8373 1711