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.

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Contact our financial planners directly

Community and Corporate Financial Services Pty Ltd ABN 44 079 121 136 AFSL No. 22 50 85 (“ComCorp”) is a wholly owned subsidiary of the Tolhurst Group Ltd (ABN: 50 007 870 760) and holds an Australian Financial Services License issued by the Australian Securities and Investment Commission (ASIC) and is responsible for the advise you receive. Tolhurst Group Ltd is also the parent entity of InterFinancial Limited ABN 14 010 740 342, AFSL 238 136.Financial advice is provided to QSCU Members by Community and Corporate Financial Services Pty Ltd. ABN: 44 079 121 136 AFSL 225 085. QSCU receives a commission for referrals to ComCorp.
You should refer to the QSCU Financial Services Guide and the Comcorp Financial Services Guide for more information.