It might involve putting appropriate wills in place to protect your family, thinking about how your family will manage without your income should you fall ill or pass away prematurely or spending money differently. But it involves thinking about all of these things together, i.e. your ‘plan’. You can build a plan on your own, or if your needs are more complex, you might want the assistance of a Financial Planner.
In order to meet your goals in life it’s imperative that you ensure you have access to the right advice for confidence and peace of mind that your financial future is secure.
Prioritise them, and think about the likely cost of those goals and when you will need access to the money so you can start to plan your finances to work out how to achieve them.
Don’t forget you also have to plan for some of the hurdles you may have to overcome too.
It’s about getting organised; being in control of your finances rather than letting your finances control you.
By planning your finances to meet your goals you will:
We are committed to giving you expert and dependable guidance to help you gain the best benefits across your finances.
Step By Step Engagement
When it comes to fees and charges, you need to be absolutely confident you are getting excellent value for money.
First meeting at our expense
We offer all new clients an initial meeting which is at our expense and without any obligation. This can take place at one of our offices or at a convenient location for you. If it is more convenient, we can also arrange a Skype meeting.
Following this first meeting, we will provide you with a personalised engagement letter which confirms the services we can provide and the exact costs of these services.
We are remunerated by fee, commission and sometimes both. We will disclose all our costs to you and make sure you understand these and are in agreement.
The Directors and staff of Imperius Wealth Ltd are committed to providing the highest standard of financial advice possible. As a firm we take the requirements of the Australian industry regulator, the ‘Australian Securities and Investments Commission’ very seriously, and in particular the requirement to treat our customers fairly. We strive to do this in everything we do. We adhere similarly to such philosophies when handling any migration matters for you.
We undertake that all of our actions will be guided by the principle that the interests of our customers are paramount. Our systems and procedures are designed to place our customers at the heart of our business.
In our dealings with you, you can expect that we will:-
As examples of how the principles and guidelines mentioned above work in practice in our business we've set out below details of what you can expect from us in various areas of our business.
You can expect that we will:-