A great Strategy is the most important part of a successful Financial Plan
In order to receive the most beneficial financial advice, we need to understand your needs and aspirations.
We do that by exploring your current financial situation and formulating sound financial advice in the form of a strategy. As a result, you’ll receive far more than just investment advice. You’ll understand the reasoning behind the choices and be able to make informed decisions. Remember though, the more full and frank your discloser is, the better the strategy will be. And rest assured, we take your privacy seriously and always comply with our Privacy Statement.
During your review, we’ll cover asset protection, business protection, investment plans, debt advise, retirement pathways and estate planning. Our aim is to empower you with all the information you need to make great choices.
Equally important is the need to stay flexible with your strategy. We do this with on-going reviews that take into account changes in your circumstances. Whatever’s happening in your life, we are there to support you.
Let’s be clear, everything is documented
When your Planner provides personal financial advice for the first time, you’ll receive what we call a Statement of Advice. This document details any personal advice given, along with the reasons for the advice. Also, if you’re given additional advice at a later time, you may be given a further Statement of Advice. This is simply to ensure you’re fully informed at all times. As a result, you can rest assured that HQBFS always acts with full transparency.
It’s said there are three basic needs for happiness; something to do, someone to love and something to look forward to. We can’t help with the love part but “something to look forward to” is exactly what great Financial Planning is all about.
