Financial planning
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FEES...
What are they?
At FSS Financial Planning, you only use (and pay for) the services you need. These services, which take into account your personal circumstances, might be:
- Our specific advice service, which is conducted over the telephone with an adviser
- Our comprehensive financial planning service, which is a face-to-face interview
Specific advice
Our Specific Advice service is conducted over the telephone with an adviser. This service is suited to people who have limited time or are looking for a quick response to a narrow range of financial issues.
Through this service you can receive advice on:
- contributions to superannuation including:
- salary sacrifice
- spouse and voluntary contributions
- selection of investment strategies in First State Super and
- retirement income streams
- transition to retirement income streams
- combining to retirement income streams and contribution strategies
When you ask us to provide advice through this service, your adviser will outline their strategy over the telephone. They will then provide you with a financial plan detailing the steps required by you to implement this advice in writing within 48 hours.
Advice on more complex issues including:
- planning for retirement or broader objectives such as - How much do I need to retire?
- projections of superannuation benefits or
- repaying debt versus investing
is available through our Comprehensive Advice service.
Comprehensive advice
This is suited to people who are looking for a more wide-ranging service than Specific Advice.
Financial well-being can help us to live life to the full.
Whether you want to follow your passions, retire in comfort or provide a healthy and happy environment for your family, knowing you have a sound financial foundation allows you to pursue your dreams with a sense of freedom and excitement.
Building a foundation takes knowledge and planning. The easiest way to find out how to make the most of your finances is to talk to an expert. At FSS Financial Planning, our advisers can provide you with a financial plan that is tailored to you - your goals, lifestyle and money habits. We can develop an overall financial plan for you through our Comprehensive Advice service.