Our financial planning services are provided via our own Australian Financial Services License (AFSL) 444078. Our unrestricted AFSL allows us to put your interests at the heart of our advice. We are not tied to any banks or product issuers, rather we will select strategies and products that are specific to your needs and worthy of recommendation.
Financial Planning services provided as Authorised Representatives of Power 2 Financial Services Pty Ltd ABN 51 164 747 595 Australian Financial Services Licence No. 444078
Our Steps to Your Financial Success
STEP - 01
We will supply you with our Financial Services Guide, which provides an introduction to our financial planning service. At this point we can answer any questions you have about our background, services, processes, or financial planning in general.
STEP - 02
We will discuss your needs and reasons for seeking advice and how we can add value to your situation. If we are unable to provide you with the services you seek, we will tell you this upfront. Our focus is on building long term relationships with our clients, we do not look to take on every client who walks through our door.
STEP - 03
We will work with you to identify your short and longer term financial goals. We will also collect information about your assets and liabilities, income and expenses, insurance, risk tolerance, and other relevant personal circumstances. This information will serve as the foundation for developing your plan.
STEP - 04
We will provide you with a written Statement of Advice (SOA), which covers our recommendations to you. Our recommendations will be tailored to your specific goals and objectives. We will be available to meet with you to discuss your strategy and answer any questions you may have.
STEP - 05
Once you’re ready to go ahead, we will assist you with the required steps and paperwork to put your financial plan into action.
STEP - 06
Your circumstances, lifestyle, and financial goals as well as the economic and legislative environments will change over time. It is important therefore that your financial plan is regularly reviewed to ensure your remain on track.
Face Behind the Service
Sarah Davies is our Financial Planning Expert. Sarah is a CERTIFIED FINANCIAL PLANNER® and a professional member of the Financial Planning Association of Australia. She is registered with the Tax Practitioners Board as a Tax (Financial) Adviser No. 24792478. If you are after financial planning services, give us a call and ask for Sarah.