With the effects of the GFC continuing to reverberate globally, and a possible secondary economic crisis looming, Australians are feeling the stranglehold on their pockets. We understand the sheer financial burden of having to see a financial planner, especially in times of financial restriction.
The Navado view is that quality financial advice should not be a luxury, but an affordable right.
On that basis, before we expect that you make a decision about whether you would like to have our financial planners prepare a Statement of Advice for you, we offer you a free consultation, where one of our experienced financial planners will meet with you in our Sydney office or in the comfort of your home. At the initial meeting, our financial planner will provide you with a Financial Services Guide, which will set out, in writing, up-front, amongst other things, the fixed fees and any commissions that receive, for our financial planning services.
After your financial planner has obtained an understanding of your circumstances and the amount of work that would be involved in preparing a Statement of Advice for you, your financial planner will provide you with a letter of engagement, which is effectively a quote, that will set out the precise fixed fees that we intend to charge for the preparation of your Statement of Advice. Our fixed fees for the preparation of a Statement of Advice will be between $220 and $3300, depending on the complexity of your circumstances and the amount of work involved.
Obviously, the advantage of fixed fees is that you know exactly what you will be paying at the end of the day, for the preparation of the Statement of Advice.
For more information about our financial services, or to arrange a free home consultation with an experienced Financial Planner, contact our office on (02) 9233 4048.
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- Our advisers are highly experienced
- Our advisers are University qualified
- We offer strategically tailored solutions
- We place emphasis on compliance
- We disclose all fees and commissions
- We earn client confidence and respect
- We are fast, we return calls and emails
- We have state of the art technology
- We assist with application paperwork
- Our advisers work with other experts
Navado Financial Advisors Pty Ltd is a Corporate Authorised Representative of Lifespan Financial Planning. A.B.N. 23 065 921 735. AFSL 229892. This webpage (and any material or wording appearing on this webpage) is provided for information only and constitutes general financial product advice. It does not take into account your objectives, financial situation or needs and you should therefore consider the appropriateness of the advice, in light of your own objectives, financial situation or needs before acting on this webpage. When making decisions about any financial products you should obtain a copy of and consider the Product Disclosure Statement for that product before making any decision. Navado accepts no responsibility to any person who relies on the information provided on this website. We further refer you to our Disclaimer.
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If you require financial advice or the assistance of a Financial Planner, you should make an appointment with one of our Financial Planners, who can see you in our Head Office in Sydney CBD or in the comfort of your own home. Our Financial Planners service the following areas:
- Sydney
- Parramatta
- North Sydney
- Hurstville
- Liverpool
- Gordon
- Baulkham Hills
- Campbelltown
- Bondi Junction
