Our services to you
Financial Planning is a journey. It begins with the initial analysis and recommendations that set your course and continues with regular re-analysis and direction setting. It is the combination of initial recommendations, implementation and the ongoing service and advice that makes up a true financial planning service.
This package of services has been designed to keep you informed, aware and comfortable in the knowledge that your financial plans are on track and assisting you to achieve your lifestyle objectives.
| Service | When | |
|---|---|---|
| Your Financial Plan | By working with you to determine your situation (where you are) and your personal and financial goals (where you want to be) we will document and present your Financial Plan (how you get there). |
Initial |
| Implementing your Financial Plan | Properly establishing the strategies to undertake, the structures to have in place and the investments to own is critical in ensuring your Financial Plan is working for you. |
Initial |
| Your Personal and Financial Information Directory | We will provide you with a folder to hold your financial plan and other important personal documents. |
Following implementation |
| Reviewing your Financial Plan | Ensuring your Financial Plan remains current in light of your needs and objectives, the prevailing economic conditions and legislative environment is an important aspect of the Financial Planning services you receive. | As required/ At least annually |
| Ongoing Contact | You may contact us to discuss your financial situation, needs or objectives during business hours and we will be eager to assist you in anyway possible. A member of the team will be at hand to field your calls and to answer your questions. | As required/ At least annually |
| Half yearly | As a key part of your Financial Plan your Investment Portfolio should be reviewed and regularly re-balanced to reflect your investor profile. In conjunction with professional research houses the performance and standing of fund managers is considered and recommendations made where required. | Half yearly |
| Financial and Lifestyle newsletters | You will receive newsletters to keep you updated on what’s new and what’s happening in the financial world as well as providing you with some interesting reading on lifestyle issues. | Monthly |
| Seminars and Briefings | Your invitation to join us to listen to your Financial Planners and key speakers, who present hot topics that may be of benefit on your Financial Planning journey. | Half yearly |
| Your Personal Tax return | Each year to assist you prepare your tax return or compile information to provide to your accountant we will provide you with a tax return checklist. | Annually |
If we haven't answered all your questions on this website, please contact us and we'll send you a complimentary copy of our Lifelong Financial Solutions booklet.
Simply call us on 13 29 30 (option 4) between 8.30am-5.00pm Monday to Friday, pop into one of our branches, or take an easy next step by completing a simple enquiry form...
QTCU Financial Planning Pty Ltd ABN 35 116 361 650 is a Corporate Authorised Representative (ASIC No. 293929) of Outlook Financial Solutions Pty Ltd, ABN 40 083 233 925, AFSL 240959, 70 - 76 Yarra Street Heidelberg VIC 3084.