The advice process
The depth of knowledge of financial matters as they relate to our personal position and the clear advice given.
Any help we need, especially Centrelink!!!
Good balance of going over what's happening in the financial sense as well as me feeling we can chat about what's happening in life generally.
Made to feel like a friend not a client.
Being advised of any new developments that would affect me. Honest and individualized advice.
The information provided is general advice only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs.
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