What you can expect with advice
Mentor1 financial planners look at your current needs balanced with a plan for your personal goals. Like you, your financial plan will be unique and at each decision point you stay in charge of your future.
Getting to know you
In the first complimentary session we get to know each other and what you can expect from us. We’ll ask questions about your current finances, so we can work out exactly how we can help you.
We’ll give you a few ideas to think about, along with some financial strategies to consider.
Putting a plan together
Once you decide you’d like to continue with us, we’ll present you with a Statement of Advice and recommend the strategies you need to achieve your financial goals.
We’ll make sure you’re comfortable with implementing the plan, and are completely relaxed and confident in the decisions you’re making.
Keeping in touch
Every year, we’ll meet with you to make sure your objectives are still on track. If your circumstances change we’ll work out whether we need to alter your financial plan.
We’ll keep you up to date on what’s happening from a financial perspective through regular communications such as a newsletter, market updates and emails.
What does your financial plan cost?
Your first consultation won’t cost anything, whether you decide to proceed or not. This includes the review of your current situation and suggesting different strategies for your consideration.
After this, depending on what services you agree to use, we’ll explain our fees to you. You’ll agree to any costs before you incur any fees or charges.
If you’d like to find out how a Mentor1 financial planner can help you plan for now and for the future, please call us on 1300 765 811.
We think getting to know each other is essential. That’s why the first appointment with a Mentor1 financial planner is complimentary. In less than an hour we’ll give you food for thought and then you decide when you want to come back.