our services
Financial Planning at yourwealthplanner is simple, affordable and is focused on improving your financial future and well being.
We understand that financial planning means different things to different people, we all have different understandings, and we all take things in at a different pace.
We provide a personalised service, at a reasonable price in a simple format that allows our clients to make empowered decisions about what is important for them and their financial future.
We provide our Services on a FEE FOR SERVICE basis, we have no financial interest, any interest whatsoever, receive no payments, no commissions or recieve any benefits from any Super, Retirement or Investment product we recommend to our clients. OUR BROCHURE click to download
We understand that financial planning means different things to different people, we all have different understandings, and we all take things in at a different pace.
We provide a personalised service, at a reasonable price in a simple format that allows our clients to make empowered decisions about what is important for them and their financial future.
We provide our Services on a FEE FOR SERVICE basis, we have no financial interest, any interest whatsoever, receive no payments, no commissions or recieve any benefits from any Super, Retirement or Investment product we recommend to our clients. OUR BROCHURE click to download
initial advice service
STEP 1 Initial Consultation. You will find out about us, our expertise and will understand how we can help you. We’ll ask you many questions to understand your goals and current circumstances. If we can help we will let you know those areas and explain all fees and costs to proceed.
Note before any work begins on your behalf you must be comfortable with the value we will add and the cost to proceed. You will know before any work begins both the value we can add and cost to proceed. Your INITIAL CONSULTATION is NO COST and obligation free.
STEP 2 Advice Preparation, Research & Comparisons. The Advice preparation stage includes a number of steps such as strategy research and comparisons, product comparisons and selection, technical aspects, best interest approval and preparation of your Statement of Advice outlining our recommendations and advice.
STEP 3 Statement of Advice Presentation & Implementation. We will meet with you and go through your advice in detail to ensure you understand all aspects, answer any questions, and make any adjustments you feel necessary (if any). Once you are comfortable we will implement those recomendations you wish to proceed with.
STEP 4 Advice, Research & Support Review Service. If you wish to review your Advice and Strategies on a regular basis to ensure you remain on track, your Strategies remain current / effective and you have access to our expertise and specialist services, you are able to join our Advice, Research & Support Review Service.
Note before any work begins on your behalf you must be comfortable with the value we will add and the cost to proceed. You will know before any work begins both the value we can add and cost to proceed. Your INITIAL CONSULTATION is NO COST and obligation free.
STEP 2 Advice Preparation, Research & Comparisons. The Advice preparation stage includes a number of steps such as strategy research and comparisons, product comparisons and selection, technical aspects, best interest approval and preparation of your Statement of Advice outlining our recommendations and advice.
STEP 3 Statement of Advice Presentation & Implementation. We will meet with you and go through your advice in detail to ensure you understand all aspects, answer any questions, and make any adjustments you feel necessary (if any). Once you are comfortable we will implement those recomendations you wish to proceed with.
STEP 4 Advice, Research & Support Review Service. If you wish to review your Advice and Strategies on a regular basis to ensure you remain on track, your Strategies remain current / effective and you have access to our expertise and specialist services, you are able to join our Advice, Research & Support Review Service.
advice, research & support review service
We have designed our Advice, Research and Support Review Service structure with your future financial well being in mind. In our ever changing world it is near impossible to keep on top of all developments and changes that occur without professional advice and assistance.
With this in mind, we pay a Professional Investment Committee, Investment Research Consultant and Technical Resources to assist us to ensure we keep up to date with all aspects and changes related to advice - this Support Structure provides the framework to provide our clients with the necessary advice and assistance to navigate their financial future and adapt to future changes.
With this in mind, we pay a Professional Investment Committee, Investment Research Consultant and Technical Resources to assist us to ensure we keep up to date with all aspects and changes related to advice - this Support Structure provides the framework to provide our clients with the necessary advice and assistance to navigate their financial future and adapt to future changes.
ANDREW BELL CFP, Adv Dip FP
Financial Adviser
*20 + Years Experience
*Personal 1 on 1 Relationship *Comprehensive Review Meetings*Ongoing Tailored Advice & Support *Contactable Anytime
Responsibilties - Relationship, advice, support & service
INVESTMENT COMMITTEE & RESEARCH
*Approved & Researched Product List*Investment Strategy & Asset Allocation *Product Research & Selection*Investment Manager Selection*Performance & Risk Management*Investment Opportunity Discovery
Responsibilties - Researching investment developments & changes
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TECHNICAL, RESEARCH & DEVELOPMENTS
*Industry Developments & changes*Legislative changes*Technical & Strategy changes*Product & Investment changes*Rules & Regulation changes*Opportunity Research & Developments
Responsibilties - Researching technical developments & changes
how much does it cost
Our Services are offered on a FEE FOR SERVICE basis. It is based on the time and resources required to provide you with advice including meetings, the research, comparisons, advice document preparation and implementation of your advice.
Our Fee for Service is NOT based on how much money you have to invest or how much money you may have. It is important to note we have no financial interest, any interest whatsoever, receive no payments, no commissions or recieve any benefits from any Super, Pension or Investment products we recommend to our clients.
All fees and costs involved with your advice is discussed with you upfront before any work or advice begins. You must be comfortable with the value you will receive from our advice and the fee for service payable.
Our Fee for Service is NOT based on how much money you have to invest or how much money you may have. It is important to note we have no financial interest, any interest whatsoever, receive no payments, no commissions or recieve any benefits from any Super, Pension or Investment products we recommend to our clients.
All fees and costs involved with your advice is discussed with you upfront before any work or advice begins. You must be comfortable with the value you will receive from our advice and the fee for service payable.
our TRUE appreciation - we can assist your relatives and friends
Our main focus is to ensure we keep all our clients satisfied with our Services and Support, and with this in mind we do not mass market our Services. We are a word of mouth business and any introduction to a friend or relative is very much appreciated.
Our PROMISE TO YOU is that we will provide the same Service and Support we provide to you. We will do our very best to advise your friend or relative and be upfront if we cannot help them too.
Our Services are based on a Fee for Service basis only. Our INITIAL CONSULTATION is NOT COST and obligation free.
We will listen carefully, ask many questions to help understand what your friend or relative is attempting to achieve, we will discuss the value we can add, explain complex topics in a simple terms, communicate clearly and be upfront about all fees and costs to proceed with our Advice.
Our PROMISE TO YOU is that we will provide the same Service and Support we provide to you. We will do our very best to advise your friend or relative and be upfront if we cannot help them too.
Our Services are based on a Fee for Service basis only. Our INITIAL CONSULTATION is NOT COST and obligation free.
We will listen carefully, ask many questions to help understand what your friend or relative is attempting to achieve, we will discuss the value we can add, explain complex topics in a simple terms, communicate clearly and be upfront about all fees and costs to proceed with our Advice.