Why do I need a Financial Planner?
Managing your finances can be tricky. Making the most of what you have can be even trickier. We at Amega Financial Solutions believe that anyone, with the right support, is able to service debt, build wealth, and create a secure future for themselves and their families.
As planners we do our best to help you find your goals and the best path to achieve them.
But my accountant deals with this. Do I still need a planner?
Financial Planners are able to offer broader advice and support on managing superannuation, investments, estate planning, insurances and retirement options, among others.
We regularly work with accountants to achieve the best possible outcomes for our clients.
That’s great, but how much will it cost?
Planning for the future isn’t easy and it can be hard to know where to start. That’s why we offer a first consultation at absolutely no charge.
Our payment plans consist of three stages.
1) The Advice Preparation Fee
2) Implementation Fee
3) Ongoing Fee
All three will depend on the client’s individual needs and be agreed to in advance before any work gets started.
Isn’t Financial Planning just for rich people?
It’s a common misconception that financial planning is only for a wealthy few.
We at Amega Financial Solutions pride ourselves on supporting everyday Australians, whatever their circumstances may be. A secure future and a ‘fair go’ should be available to all Australians, and these values are at the core of what we do.
I think I’m too young.
It’s never too early to start planning for the future. We cater to a range of needs and these include the purchase of a first home, retirement planning or aged care.
Are you going to sell me insurance?
Insurance is an important part of a financial plan, but only a small part. We believe in supporting our clients to make informed choices, and we will offer sound and evidence-based advice to each client depending on their needs and circumstances.
Amega Financial Solutions is able to offer a range of insurance options which clients may opt in or out of at any stage of their plan.
How do I know I’m getting the best advice?
Amega Financial Solutions operates under AMP Financial Planning, which is licensed by the Australian Securities and Investments Commission. AMP has a longstanding reputation in the industry for upholding only the highest standards, as well as complying strictly with all rules and regulations. Our product and services list (APSL) is approved and industry-standard, and with the knowledge and experience of our expert planners, you can be sure you’re getting the best advice.