Start with a no-obligation meeting, at no charge

At Qwealth Financial Planning, your first meeting with your Financial Planner is free, and there’s no obligation or pressure to proceed. During this meeting, your financial planner will ask you some questions to get an understanding of your goals, attitude to risk and financial circumstances.

If you decide to go ahead with a financial plan, the consultation process will involve the following:

  • Collect – your financial planner will ask you to provide details (such as your income, assets, liabilities, investments and other financial details) so they can get an accurate picture of your finances.
  • Recommend – using your details, your financial planner will recommend strategies to help you achieve your goals, then develop and present you with their recommendation in writing (called a Statement of Advice).
  • Discuss – your financial planner will then seek your approval for the strategies they have recommended and make any adjustments you require.
  • Implement – once you accept your planner’s recommendation, they will go about putting any agreed strategies in action.
  • Review – your planner will offer to regularly review your plan to ensure it remains aligned to your goals and circumstances when things change.

Remember, you’re always in control – you can decide to stop, change or continue with your plan at any stage in the process.

Learn more

Download

Questions?

Fill out an online enquiry form Enquire Now

Contact our financial planners directly

All Qwealth financial planners are authorised representatives and provide advice under the authority of Comcorp Financial Advice Pty Ltd (ComCorp), AFSL 331 367, ABN 89 133 593 012. QSCU receives a commission for referrals to ComCorp and Oasis. You should consider the relevant product disclosure statement (PDS) before investing in a product. Please refer to the QSCU Financial Services Guide (FSG) and the ComCorp FSG for more information. The ComCorp FSG is available by calling 1300 787 787.