WHAT IS FINANCIAL PLANNING?
The Liddell & Ko financial group has been helping Queenslanders achieve their financial goals since 1997. We believe the key to successful financial planning is achieving an integration of life, work and money goals.
WHAT TO EXPECT FROM YOUR ADVISER?
Our current and prospective clients have the comfort of knowing that their financial adviser from Liddell & Ko have a full financial advice licence.
Our first meeting is an obligation free, no cost discussion to determine your current situation and establish your financial goals and objectives. This first step is vital for us in learning as much about you and your financial situation as possible.
PREPERATION OF YOUR FINANCIAL PLAN
Preparation of your detailed document known as a ‘Statement of Advice’ will include an analysis of your present financial situation and your adviser will present their investment and insurance recommendations.
When you are ready to put your financial plan in action, your financial planner can assist you with the process of implementing their investment and insurance recommendations. This includes the completion of application forms to establish the investments and/or insurance policies.
ONGOING MONITORING OF PORTFOLIO AND STRATEGY
The integrity of the advice our clients receive is backed by our group’s substantial research capability, technological and management resources. We highly recommend we meet with our clients at least twice per year, but we are available to answers questions via phone or email at any time our clients require. We also prefer to engage the clients other professional advisers i.e. accountants or solicitors, to enable us to deliver a holistic service to their financial situation.