Why should I use a financial planner? 

As financial planners we help identify areas of your finances that can be improved to achieve your financial goals in an effective manner. Our focus is on you, what’s most important in your life and your specific circumstances. 

Using our strategic expertise and product knowledge we formulate customised solutions to achieve your desired outcomes. Wherever you are on your financial journey and whatever your level of financial knowledge, we will work closely with you to provide clarity and a tailored path forwards. 

What can you expect from your meeting with a financial planner? 

When we meet, we first want to gain an understanding of your personal and financial position position, including your needs, goals and any concerns you may have. 

The initial meeting is an obligation-free consultation allowing us to outline how we can be of assistance, while allowing you consideration of those matters you wish to address. 

What is the cost of the initial meeting? 

There is no cost associated with your initial consultation with a financial planner. It is simply getting to know you and determining how we can be of assistance. 

What are the fees associated with receiving advice? 

As with any professional service, there are costs related to the research and development of advice tailored to your individual circumstances. Just as an individual’s personal and financial situation varies significantly, so does the advice and associated cost. 

Your financial planner will discuss costs during the initial meeting once it’s determined how we may best assist you. This will be based on the scope and complexity we each agree will be addressed.  

What support will I receive throughout the process? 

We work closely with you throughout the advice process, including investigation into your existing strategies and products, development of appropriate advice, education around the recommended strategies and how they will benefit you, through to implementation of our advice including any associated paperwork. We can also provide regular reviews of your strategies and products to ensure they remain appropriate in future. 

What do I need to bring to my meeting? 

Any paperwork you believe relevant to the financial matter being discussed will be valuable to us, as well as photographic identification such as a driver’s license. However, once we determine how we’re best able to assist during the initial consultation, we will provide you with a summary of the required documentation.  

*Read the Prism Financial Services Guide for more information.