|
Financial Planning Services
What advice can iMeritus offer?
iMeritus offers you personalised financial advice and guidance for as long as you need it. Financial advice that is designed for you and no-one else, financial advice that will help you turn your dreams into concrete plans.
Financial planning is not about merely assessing your assets and suggesting investments. We believe financial planning is about spending more time listening than talking, helping to clarify your goals.
iMeritus will partner with you to explore your options and develop a step-by-step financial plan setting out strategies to help you achieve your goals directly.
Your financial plan and the strategies used to achieve your goals will be different from everyone else's because no two people are alike.
A Guide for Your Journey
Once your unique financial plan has been created it is important that your financial plan is monitored closely to take into account all the changes, good and bad, that are likely to happen in the years ahead.
Making the right choices about your life and your finances can help you enjoy more of the things that we all want, ie greater confidence and security, a sense of control, freedom and the opportunity to achieve your aspirations.
Whether you face special challenges - like retirement or a career change - or simply want to get ahead, it is important to understand all your options and how they influence your future. So you can always make informed decisions.
However, those options are always changing and, most likely so are you. Once your unique financial plan is in place, often new opportunities will arise. Laws on superannuation, tax and social security constantly change. Investment markets are volatile and complex. What's important to you today may be less so tomorrow. Or a longer-term goal may suddenly become your priority. With an experienced financial adviser by your side, you can adapt and continue your journey.
What initial services do we provide?
- Identification of your financial goals and objectives.
- Collection and analysis of your existing personal and financial situation.
- Investigation and consideration of possible financial planning strategies and products that will assist you to meet your goals and objectives.
- Presentation of a written recommendation, your personal financial plan, referred to as a ‘statement of advice’.
- Implementation of your strategy.
What ongoing services do we provide?
- Revision of your personal and financial situation at suitable intervals.
- Discussion of whether our recommendations remain appropriate should your personal circumstances or the legislative environment change.
- Implementation of any recommendations made as part of our ongoing service to you.
|
