We will ask you about your goals and objectives, your occupation, your social activities and gather information generally about your personal situation.
We are all clear about where you want your plan to take you.
We will examine a number of things including your cashflow, financials, investments, superannuation and insurances.
Without full disclosure of your situation we are unable to provide appropriate recommendations.
Together we discuss your needs to ensure we tailor make a solution to suit your lifestyle and financial position.
This will ensure that you have the highest probability of achieving your goals through an agreed strategy or platform for your future.
We'll discuss our findings and give you our advice and recommendations about the steps necessary to achieve your goals.
This will be provided in a written document called a Statement of Advice (Financial Plan).
When you're comfortable with our recommendations, we then implement your strategy and decide together what services you require under a Service Level Agreement.
This will ensure that you are well looked after now, and in the future.
As time goes by changes in your personal goals, environment and financial situation need to be clarified and incorporated into your forward planning.
Our regular review service makes sure this happens.
We work in partnership so that you can be reassured that everything is covered - you can have peace of mind.
We aim to take the worry out of financial issues by developing a close partnership with our clients. We offer a 'complimentary first meeting' so we can get to know each other.
Parkside InvestorPlus is a Fee for Service, comprehensive financial planning company.
We will build and protect your wealth and secure and enhance your lifestyle by managing a financial blueprint for your life.
We offer highly qualified specialists in the area of:
Unlike some, Parkside InvestorPlus is not a set-and-forget practice.
We want to work with you from inception to the realisation of your financial and lifestyle goals as an integral part of your wealth generation team.
We all benefit from the experience and advice of a qualified advisers who can help us to make decisions on savings plans, gearing, superannuation, retirement or simply achieving a desired goal now and well into the future.
By having a plan for your immediate and long term future, we can work with you to better understand how the decisions you make affect your finances and ultimately your life.
Whilst your accountant advises on the nuances of tax law, your solicitor on your specific legal needs a Financial Planner looks at the big picture and presents you with a comprehensive range of services that show you how to arrive at where you want to be through risk management, investment, saving plans, superannuation, tax minimisation, Centrelink eligibility, asset and liability management, business succession, estate planning and even philanthropic giving.
Whether you're investing for the kids or about to retire or retired, sound financial planning will provide the funds to fulfill your life expectations.
Our team is well geared and structured to support you at every level with your initial and ongoing needs from basic requests to redeem funds to complex investment strategies, retirement planning, wealth accumulation and much much more.
The Parkside Team ensures that you have the right level of expertise, you can trust us to work with you to deliver solutions that will give you long term peace of mind and satisfaction.
By entering into a Service Agreement once your initial planning and strategy needs are met, we help you stay on track, achieve your goals and set new ones.
We act as mentor and director by guiding you in the right direction, keeping you on the straight and narrow and ensuring that your investment decisions are based on good quality evidence rather than emotion.
We cannot provide all of the professional services you require to achieve your goals.
We have worked at creating strong relationships with trusted professional who can work with us to ensure a productive and positive experience.
See our strategic partners.
PooledFunds Pty Ltd
AFSL number: 234543
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Suite 27, 3-9 Terminus Street, Castle Hill,
New South Wales, Australia, 2154
