Investing for the Future
Fully tailored written Financial Advice for any stage of your life. No matter what your stage of life, AusDocsOnline believes getting the right financial advice is integral to your financial security.
As part of our trusted network NewStart Financial can work with you to determine the strategies to build wealth and make the most of your financial future.
Having spoken to our Senior Financial Adviser in the free 15-minute discussion, this package takes you to the next step to provide you with written Financial Advice. (if you have not selected this free session, please do so before purchasing by selecting 'Do I need a financial planner').
NewStart Financial will be gathering information on your complete personal and financial situation, your financial and life goals and your attitude to risk to develop strategies and recommendations for the most appropriate options.
This package is fully tailored to your needs and the information you provide us. You will receive a comprehensive Statement of Advice containing our analysis and recommendations including any assumptions, benefits and drawbacks to allow you to make the optimal decisions for your future.
When you purchase this package, you will receive all the services which go into creating a written financial plan tailored to your circumstance. We will develop, document and present this as a Statement of Advice. Typically, this process will take a number of weeks depending on the complexity of your situation and your requirements.
The Statement of Advice will include, but not be limited to, the following:
- Liaison with your current Super and Investment fund managers;
- All general administration tasks;
- Personalised Research and Product Selection;
- Development of your personalised strategy;
- Preparation of your personalised Statement of Advice;
- A Presentation Meeting to discuss your Statement of Advice;
- Client access to our administration team.