When you meet with our financial planners we will take you through a 7 step process as detailed below, however it is important to note the law requires that any personal advice you receive from us must be appropriate to your circumstances. While you have the right not to tell us personal information, if you don't, the advice you receive may not be appropriate to your needs and your financial situation.
It is important to remember that you are in control and can decide whether to stop, change or continue at any stage of the process.
At our first meeting, we will ask you about where you are now, about your expectations, about how you would like to live your life.
Then we will conduct a process called 'fact finding' - where we will ask you about your personal circumstances and help you to determine your attitude towards risk. Your attitude to risk means whether you are conservative in the way you invest, aggressive or somewhere in between.
To help you be better prepared, we will ask you for a number of personal details which we need to put together your financial plan. We will ask things like your:
You might also want to have a think about your goals and current financial position as we may cover some of the below:
During the financial planning process we will give you:
Remember, it's important to keep these documents in case you need them in the future.
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BACKGROUND
McLaren Hunt Financial Planning is a regional accounting firm based in South West Victoria which provides a complete range of accounting, taxation, audit, agribusiness services, superannuation and financial planning services to individuals and businesses.
Our firm consists of over 60 talented individuals who deliver a high level professional service while striving to always be progressive, forward thinking, pragmatic and sensibly creative. Read more +
CONTACT US
199 Koroit Street
Warrnambool VIC 3280
Australia
Postal Address
PO Box 677 Warrnambool
VIC 3280
Australia
Hours
9.00am to 5.30pm
Monday to Thursday
9.00am to 5.00pm
Friday
P:
+61 3 5562 3544
F:
+61 3 5562 0689
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