It’s important to note that no advice is given during this stage. The purpose of this meeting is to explain the key areas that should be addressed and the potential benefits that can be achieved through our advice.
During this meeting, you’ll have the opportunity to discuss any changes since our first meeting, and we will reconfirm your financial details and objectives.
We’ll present and explain in detail your financial plan tailored to your specific needs, outlining clear strategies that aim to help you reach your goals. The Statement of Advice will include the advice, the basis on which it is given, details of your financial plan, products, comparisons, projections, risks and any fees and commission.
We’ll have the opportunity to discuss future considerations and assist you in making formal decisions and answer any questions you may have.
Where applicable, our policy is to conduct reviews of your Statement of Advice as per our Ongoing Service Agreement.
Throughout our reviews, we’ll discuss any changes to legislation, economic and market events and how they may impact your financial goals and we’ll recommend any changes to your plan to help you stay on the best path.
At Be Ready Financial Planning, we’re focused on providing ongoing support, so you’ll never have to lie awake at night worrying about your financial world. Our reviews help to ensure you’re on track to create your dream financial future.
Ready to turn your dreams into a reality?
Contact the team at Be Ready Financial Planning today.