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Taking the guesswork out of your financial future since 2004
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Frequently Asked Questions
Please reach us at info@scenicrimfp.com.au if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes. They also help you get greater clarity over key decision in your life, such as "Can I retire sooner?", "should I payoff my mortgage or contribute to super?", and "should I invest in property or shares?" plus much more.
It should start with your goals and objectives, and from there we will build a plan which considers the five key areas in your financial position - Income, Debt, Retirement, Insurance and Estate. Your plan is tailored to you and your needs, and will include the Advisers research, recommendations, reasons/benefits and risks/disadvantages, alternative strategies/products and details of any costs to be considered also. It should give you all the information you need to make an informed decision on what is in your best interests.
You should meet with your Adviser to review your plan at least annually, as a lot can happen in a year! Legislative changes to tax laws, retirement strategies, age pension rules as well as changes to economic conditions incl. inflation, asset performance, etc. On top of this, products are regularly changing and new products coming into the market which might be more appropriate/beneficial to you. You should also contact your Adviser whenever you have a major life change i.e. change in employment/income, marriage/divorce, children etc. as this can have a major impact on your overall financial position and appropriate strategies to meet your financial needs.
The initial meeting is online, either by phone or online video meeting - this way you can fit it into you busy schedule and can be completed at work or home.
The more formal advice meetings from there can be held anywhere - you can come to one of our many offices, or we can come to you either at work, home, a favorite café or we can arrange a serviced office at a location convenient to you (travel charges may apply). Of course, phone or Microsoft Teams are always an option and often preferred by clients to fit into their busy lives.
Our ongoing service is on renewable 12 month contracts, which can be cancelled with one call or email within 24 hours. We only ask that if you were to leave in the first year, we will invoice the remainder of the 12 months (no one has done this so far and we hope no one would ever want to!)
If you have a single area you wish to discuss we can arrange a quote for a one-off advice fee.
Ongoing service fees relating to investments outside of superannuation may be tax deductible. We will work with your Accountant if needed to ensure you get the maximum deduction.
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Contact Us
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Scenic Rim Financial Planning
2/119 Brisbane Street, Beaudesert QLD 4285, Australia
Beaudesert | Tamborine Mountain | Scenic Rim 2/119 Brisbane St, Beaudesert 13/9-13 Main Western Rd, Tamborine Mountain 1300 492 843 / (07) 5613 1920 info@scenicrimfp.com.au PO Box 288 Canungra QLD 4275
Hours
Mon | 09:00 am – 05:00 pm | |
Tue | 09:00 am – 05:00 pm | |
Wed | 09:00 am – 05:00 pm | |
Thu | 09:00 am – 05:00 pm | |
Fri | 09:00 am – 03:00 pm | |
Sat | Closed | |
Sun | Closed |
General Advice Warning
The information in this website and the links has been prepared for general information purposes only and does not take into account your personal objectives, financial situation or needs. It is not intended to provide commercial, financial, investment, accounting, tax or legal advice. You should, before you make any decision regarding any information, strategies, or products mentioned on this website, consult a professional financial advisor to consider whether it is suitable and appropriate for you and your personal needs and circumstances. Before making a decision to acquire a financial product, you should obtain and read the Product Disclosure Statement (PDS) relating to that product, together with the Target Market Determination (TMD).
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Scenic Rim Financial Planning Pty Ltd ABN 18 112 135 350 is a Corporate Authorised Representative (No.336111) of Athena Financial Services Pty Ltd ABN 15 686 060 588, an Australian Financial Services Licensee No. 569 806