Younger Clients

Young people worry about the cost of working with a certified financial planner (CFP). They have limited investment resources and they know that they can’t expect the advisor to work for free.

Unfortunately, younger couples who are just starting out tend to either fend for themselves or fall for the “free” advice offered typically by sales orientated individuals who really don’t offer financial planning advice.

Our solution:

In order to provide these young clients with proper financial planning advice we still offer transactional accounts. We will work with these clients and build up their assets so that they can eventually move to our fee-based platform. The difference is they can expect to receive superior value when working with us.

Typically our transactional clients can expect:

• A complementary introduction meeting
• A comprehensive written financial plan
• A basic Investment policy statement (IPS)
• A model portfolio
• Online account access
• Access to our newsletter and client seminar events
• Annual Statements
• Taxation reconciliation and slips
• A annual portfolio review
• A annual update of their (KYC) know your client form

Financial planning isn’t just for the rich and famous. If you’re serious about getting ahead and you need professional advice, don’t hesitate to call us – we are here to help.