Working closely with your bank, Smarter Finances can advise you on a broad range of financial planning products and services including:
- Employer superannuation
- Personal financial advice
- Business protection
Smarter Finances Financial Planners are subjected to rigorous scrutiny. Not only must they meet ASIC standards for education; they must also complete an annual training and development plan. And as a final measure, they're independently tested at least once a year.
From day one, we'll assign a dedicated Smarter Finances Financial Planner to your business. This gives you the advantage of an ongoing relationship with someone who understands your business.
A Smarter Finances Financial Planner will guide you through the following process:
A no obligation meeting with your Planner to review your goals and objectives.
Your Planner presents a strategy for your business, which, if agreed upon will then be actioned.
As required, you'll meet at pre-arranged intervals to review your business, and discuss any changes to the plan that may be necessary.
Outside of agreed periodical reviews, your Planner will always be on call to help with any other issues that may arise.