How Does Financial Planning Work?

Collaboration is the Key

making a start

It’s the human condition to defer. However the sooner you start getting structure and control over your financial position the closer you will be to achieving your financial objectives. We make that process easier and our aim is to alleviate financial stress and work with you to put you in control over your financial future. 

Initial Consultation

Our first meeting with you will enable us to get an understanding of your financial position and your goals and objectives. The first meeting normally lasts about an hour. Once we have an understanding of your financial position and your goals and objectives we will let you know the cost of our advice.
It is up to you how to proceed from there. We charge $300 plus GST for the initial meeting. It is important that you read through our Financial Services Guide (FSG) before making a decision on whether to become a client of Ethos Financial.

Working with Ethos Financial

We work with our clients over the long term to put you in control over your financial future. We provide an ongoing review service that it tailored to the individual.

understanding your rights

As a client of Ethos Financial Advisers we will always treat you with respect and integrity.
We hold an Australian Financial Financial Services Licence (No 287660) through the Australian Securities and investments Commission (ASIC)
www.asic.gov.au
We are a member of the Australian Financial Complaints Authority (AFCA)
www.afca.org.au
Should you have a complaint of any concerns about the services you have received you should first contact Ethos Financial Advisers directly. We seek to resolve any complaints within 30 days in accordance with our internal complaints resolution policy. You have the right to lodge a complaint with AFCA if we cannot resolve any complaint to your satisfaction.

Integrity

In trusting Ethos Financial Advisers with your financial plans you can be assured of dealing with financial advisers who are committed to long term relationships and long term results.

Structure

It’s not about handing over control.

It’s about being in control and having Ethos Financial Advisers put in place the right structures for you.

 

Control

Whether you are an individual or part of a couple, everybody should have control and a level of understanding of their financial situation and participate in its success.

It’s about collaboration.

We are your partners in Financial planning

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