At our third meeting, your financial plan (known as a Statement of Advice), will be presented to you. It will include strategies and products designed to suit your individual needs and your financial goals.
This meeting will involve confirming why you are seeking advice and explaining our advice to you. It is important you understand the recommended strategies and associated risks so you can make an informed decision about achieving your financial goals.
We also provide you with educational information, which explains strategy and investment concepts contained in the Statement of Advice (SoA).
You will also be provided with Product Disclosure Statements (PDS), or other disclosure documents relating to any recommended products in your financial plan.
These important documents will detail and explain the features, benefits, risks and product specific costs, fees and charges.