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[su_spoiler title=”Do you need Financial Advice?” style=”fancy”]
Our financial future is extremely important and the complexity of life has proved that achieving financial goals is not as simple as putting money away in a bank. Therefore when it comes to wealth creation, retirement planning and protecting your future, seeking professional advice from a financial planner is essential.
Financial planning is a specialist profession and you should make sure that you are getting advice from a properly qualified person. A financial planner will help you reach your goals; even if retirement may seem a lifetime away, the sooner you start planning the more likelihood you’ll have to achieve financial independence and peace of mind.
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[su_spoiler title=”What sort of advice do you need?” style=”fancy”]
Advice you seek from a financial planner can be either holistic advice or scaled advice.
For confidence that every aspect of your financial situation is thoroughly considered, choose comprehensive holistic advice. Generally, holistic advice will cover strategies to not only build wealth, but also to manage expenses, protect your family, lifestyle and assets, plan your income for now and in retirement, and determine how to pass your wealth onto the next generation, all in a tax effective manner. Regularly reviewing your circumstances and objectives is an important part of holistic advice, and ensures you stay on track to achieving your dreams.
Scaled advice is means that you could see a financial planner for a particular purpose that is most relevant to you at any point in time – without the need to go through a holistic process that takes your full financial situation into account. While scaled advice can make financial planning more affordable, it’s important to not lose sight of the bigger picture. This is where a professional financial planner can help you to take a step back and review your total financial situation.
Topics your financial planner can advise you on include:
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[su_spoiler title=”What do you need to ask in the initial meeting?” style=”fancy”]
D & C Financial Advice offer a complimentary introductory meeting which is your opportunity to make sure that you feel comfortable with the financial planner’s professional credentials, and that you get on well. Financial planning is a relationship business and not just a one-off meeting, so it is a great idea to ask plenty of questions in your initial meeting to ensure that you have a good understanding of what it is the financial planner can do for you and have peace of mind that your needs are going to be met. A definite sign of a good financial planner is that they don’t rush you, they carefully listen to you and clearly explain where they can add value and where they can’t.
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[su_spoiler title=”What do you do if you are concerned about market ups and downs?” style=”fancy”]
With the constant shifting Global markets volatility has become the norm causing investors to become understandably nervous and concerned about the fall in the value of their investments. This can be quiet an emotional time so it’s important to avoid falling into some of the traps that appear when markets are unpredictable.
A good understanding of what’s happening and how these events can impact you will help you to make confident decisions about your financial future. D & C Financial Advice will help you to take a step back and look at the bigger picture, and make the best decisions for your financial future.
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[su_spoiler title=”How much does financial advice cost?” style=”fancy”]
By law all financial planners must disclose all forms of payment and fees. The cost to you will depend on the complexity of your financial situation and plan. There are various ways to structure fees, and it typically starts with an initial fee to cover identifying your needs, developing a strategy and implementing the recommendations. There could also be administration and ongoing service fees for regular reviews of your plan to ensure it meets your changing circumstances. D & C Financial Advice are here to make sure you understand and approve the fees before you pay or go ahead. [/su_spoiler]
[su_spoiler title=”What services do D & C Financial Advice Provide?” style=”fancy”]
Financial Services provided include but are not limited to the following:
Please visit our services page for full list and description of all services we can provide.
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[su_spoiler title=”What are D & C Financial Advice office hours?” style=”fancy”]
We are open from 8.30am to 4pm Monday to Friday. After hours appointments are available upon request.
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[su_spoiler title=”Why should I choose D & C Financial Advice?” style=”fancy”]
We are a team of friendly professionals who have a diverse range of knowledge and experience in the financial services industry. Dean Reeves is the principal Financial Planner and he is a member of the Financial Planning Association (FPA) who is a regulating body to ensure the highest standards are upheld. We offer excellent service and advice to all our clients and are very competitively priced.
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