More Time Financial

07 5636 1577GET STARTED

  • About
  • HOW WE CAN HELP
  • Who We Work With
  • Client Stories
  • Wealth Portal
  • Contact

How We Work

How We Work

 

 

1Complete Online Questionnaires

Click the link to complete the 5 min financial health check and the About you questionnaires. We can help you best when we have an idea of what is important to you financially and where you are now and more importantly where your would like to be this time next year and at later stages in your life.

 

2

1st Meeting

Complimentary Initial Discussion

Our initial meeting is all about you and is filled with questions, discussions and generally interesting conversations. We may discuss things that you have never been asked before such as your goals,  your ambitions and your wants and needs.

Cost: $0.00 (If you come to our office or we meet online, if we come to you it may cost you a cup of coffee!)

3

Investigation, research & collect information

In order for us to help you plan for your future we need to understand where you are now.  We,  will begin to collect all of your important information together so that we both have a clear picture of everything you OWN, OWE and CONTROL,  as well have an idea how these fit together with your future plans.

Cost: $660.00 (For us to do some investigative work and present you with a proposal document outlining how we can help)

4

2nd Meeting

Present findings & proposal document

Once we have an understanding of where you are now. We can discuss any issues or concerns that we may have found in our investigation and outline where we believe we can provide assistance moving forward. At this meeting, we will discuss the costs to continue with our advice, and providing that we are both comfortable, our working relationship will begin.

 

5

Prepare your Statement of Advice

This is where we start to bring together all of the pieces of your financial puzzle. We will research the strategies that will achieve your objectives and then determine which products, policies and which people that we will need to work with to bring together your plan and make it happen.

Cost: $375.00 – $1,500 (Depending on how much help or advice you need)

6

3rd Meeting

Present our recommendations

We will present to you your Personal Financial Plan and send some time going through all of the details of our recommendations.  Most importantly outlining why we believe it will be the best course of action to help you reach your goals but also highlighting any risks or questions you may have.

7

 Agree and Implement our advice

Once you are comfortable and agree that this is the best direction for you, we can begin to bring together your plan and put any changes into place.

 

Cost: $375.00 – $1,500 (Depending on what advice you want to take action on)

review

Review on a Regular Basis

We offer a range of ongoing service programs to help you keep on track with your financial and lifestyle goals.  Together with you, we will agree which program is suitable for you individual circumstances and provide you with as much or as little help you may need along the way.

 

Cost: $45 pm – $200pm (Depending on how much ongoing support you need to keep you on track)

SUBSCRIBE

  • Sign up to our newsletter to up to date with the latest news from More Time Financial
  • This field is for validation purposes and should be left unchanged.

Recent Posts

  • Financial Advice for Aussie Expats with James Ridley
  • End of Financial Year Planning
  • Building a Design Business with Tahlia Benefield
  • Budget Review
  • What it Takes to Run a Successful Business – Reuben Bergola Interview

Copyright 2021 More Time Financial Website By The DMA

  • Financial Services Guide
  • Privacy Policy
  • Sitemap

More Time Financial Pty Ltd
ABN 73 605 730 238
Corporate Authorised Representative No. 1234446
54 Casuarina Drive
ELANORA, QLD, 4221

Hunter Green Pty Ltd
ABN: 12 087 491 629
AFSL: 225962
BRISBANE, QLD, 4000

More Time Financial, Authorised Representative No. 1234446 of Hunter Green Pty Ltd, Australian Financial Services Licence No. 225962
In preparing this website, the contributors have not taken into account any particular person's objectives, financial situation or needs. Before acting on this information, you should consider its relevance to your personal circumstances.