REGIONAL WEALTH WELCOMES YOU

ABOUT US

Superannuation and Retirement Specialist's

With an average service in the industry of over 15 years we are well placed to advise you on what you could and shouldn't do with your superannuation and investments. We can provide you with advice on what you should do now and what sort of future you can expect.

We provide advice that is factual, general or personal. Each one require more information from you and requires us to do more with that information. In many cases a one hour meeting is enough time to explain a few facts and provide broad advice.

For people who would like advice more about them we prepare a Statement of Advice (Personal Advice). The cost of that depends on what the advice is on and loosely based on how much work we need to do.

Our fees are a per hour charge for the factual and general advice meetings and a set fee for the Statement of Advice which is agreed prior to commencing. These vary from $880 up with the most common charge expected to be $1,320.

Services

Our service aims to provide the right level of advice at the right time. For some clients this will be a one off factual or general advice session. For some clients it involves detailed personal advice that is regularly reviewed. Each person is different in what they want and what they need.

To provide personal advice requires an understanding of your current situation, your goals and your needs. The areas we cover within personal advice, are up to you. Once we have discussed and understand you, we can provide advice. At times the advice process may be iterative and developed with you at meetings where we run through a range of options and agree on final recommendations. Other times it may involve a simple solution that is discussed, recommended and written up relatively quickly.

Some of the topics and products we can cover are mentioned below. There are many ways to solve a problem and multiple products that can be used. We prefer the larger super funds over retail offerings and will use wholesale type managed funds for the investments when recommended, We do provide share recommendations for larger ongoing regular review clients. Insurance within your own super fund is our preferred approach. We do not receive commissions and if we do when taking over a client these are donated to a charity.