When seeking financial advice, it makes sense to choose a practice that you can trust to deliver the highest quality service and advice. Our licensee has awarded Argentis the Certified Quality Advice accreditation, recognizing that our practice offers a “complete financial planning service” with well-defined service expectations that you can access confidently.
Our fee for service will be quoted prior to any work done so that you know what the advice will cost and what the benefits will be. Our initial meeting is complimentary so that you can meet with us face to face and so that we can understand your situation. Then you will have a better understanding of how we will be able to help you and what the cost of our service will be.
Typically there will be an upfront fee to cover identifying your needs, developing strategies, and implementing the recommendations. We also have an ongoing fee to ensure we provide ongoing advice to monitor and review your strategies. Our ongoing fee takes into account any changes in your circumstances, legislation and investment markets.
Argentis – money for life means we will work with you, to maximize your wealth so that you can have money for life. Most people, want to know how much do they need when they stop working.
The first step is to understand your core living expenses. Once we know your expenditure needs for a comfortable lifestyle, we are better able to do projections on the amount you need to accumulate pre retirement so that your money lasts your lifetime.
In any client situation, there will be more that one scenario to consider. Will it be better to salary sacrifice into superannuation, buy shares, property or keep money in cash. Should you borrow money and invest into property or shares? Should you salary package? These are ‘what ifs’… we can do the analysis of these scenarios and overlying this information with your financial goals and objectives, and provide you advice.
I joined Collabrio because I found that its members were friendly and very trustworthy, which is an important tenet in our business. I get to meet a wide range of different business people that regularly visit our meetings and we have gained a significant number of clients through the club.