Provident Super Strategies is an Authorised Representative of Titanium Planners Pty Limited AFSL No. 310487.
Benefits of Advice
Financial planning has never been more crucial. Time, complexity, experience and apprehension all have the potential to be impediments for people achieving their financial goals. Seeking the advice of a qualified, experienced and licensed financial planner can assist you overcome these potential hurdles.
Good advice will provide you with the comfort, knowledge and understanding of how to achieve your financial goals, the strategies involved and the likely outcome. It will be tailored to your current personal circumstances with the sole purpose of meeting your desires and needs. Generally, seeking financial planning advice has the potential in achieving your financial goals quicker and more efficiently than if you were to do it on your own.
Service:
A relationship with a financial planner is usually flexible. It can be shaped however the client desires, ie. the planner can provide you with full recommendations for you to approve and implement, or alternatively can simply be there to offer guidance and advice when needed.
Our Offer:
We offer you a free, no-obligation informal meeting or telephone discussion for your first appointment. We will discuss your current situation and whether we can be of assistance to your needs. If we can help you, we will outline any costs associated with our advice. If you would like to proceed, we will then outline a timeline and appoint a 2nd meeting.
We are an independently owned company and are not owned or affiliated with any financial institution. We will gladly provide you with references from our existing clients as well as our Financial Services Guide.
Our aim is to always provide value to you that far outweighs the costs. If you would like to contact us to organise a time for discussion, please contact Tim Casey.
About Financial Planning:
We assist clients at whatever stage they are at within their financial journey. It is a myth that you must have money to see a financial planner. We can assist clients whether they are having cashflow problems, debt management issues or at the other end of the scale have just received a windfall and are seeking expert advice to protect their new found wealth.
The financial planning process:
There are six steps of the financial planning process which include:
· Gathering your financial data - such as details on your income, debt level, commitments, etc.
· Identifying your goals
· Identifying any financial issues - or deficiencies between where you are now financially and where you want to be.
· Preparing your financial plan - which will identify recommended investments and will address your attitude to risk
· Implementing your financial plan
· Reviewing and revising your plan - to ensure it stays up-to-date and relevant to the economic climate and your changing lifestyle.
Our Offer to You:
We offer a free consultation that is a very informal, get to know each other type meeting in the first instance. At the end of this meeting, we will review the issues and explain what advice and of what assistance we can provide to you.
Where we cannot add value to your situation, you can be guaranteed that we will tell you. Where we can be of assistance, we will advise you of the next steps and any associated costs.
Fees:
Our fees or brokerage is outlined within the Financial Services Guide, however, this varies for each client's needs and complexities of their situation. We will provide you with a guaranteed fee proposal prior to commencing any service to you.
Our Guarantee:
“If we do not add value to your financial situation above the cost of our fees in the first 12 months, we will refund 100% of your initial fee”
