We all want to grow our wealth to the point that it provides financial security and a comfortable lifestyle, however our individual needs and goals are very different. Platinum Private Wealth can provide a range of services that cater for every client’s situation. Our advisers take a holistic approach when building a financial strategy which ensures every component of your circumstance is taken in consideration, resulting in the most comprehensive advice. Our service areas include:
- Financial Advice and Planning
- Life Insurance
- Income Protection
- Trauma or Critical Illness Insurance
- Self-Managed Super Funds
Through our dedicated team of business partners, we also ensure that you have access to other professional services such as accounting, estate planning, lending and banking.
Why you need financial advice
Investing is a complex process with countless options, so it is important that you seek professional financial advice. Many of us could identify short or medium term goals that we would like to achieve, which may include purchasing a larger home, saving for your child’s education or taking an overseas holiday, but few have a clear plan on how and when they will actually achieve these goals.
The thought of it may be a daunting process to some, but having a financial plan will provide direction and discipline to stay on track, measure progress or exceed expectations. Platinum Private Wealth advisers can help you turn that wishful thinking into confidence. It’s possible to achieve your dreams and more with the guidance, expertise and knowledge of professional financial advice.
The Financial Planning Process
We aim to make the financial planning process as smooth as possible, taking away the hassles and achieving results without delay. Platinum Private Wealth advisers are in constant communication with their clients at all times and can modify this process according to your needs.
- Initial meeting
Your first appointment is a free consultation to discover your financial position including your future goals and objectives and your current probability of achieving them. We clearly explain our services and how our professional advice can help you.
- Research, analysis and preparing your plan
After deciding you are ready to proceed, your adviser will review and analyse your current situation and identify opportunities. Comprehensive research is conducted to formulate a strategy that will help you reach your goals and maximize your wealth potential. Your adviser then collates all of this information into succinct recommendations and creates your personalised Financial Plan, which is referred to a Statement of Advice (SOA).
- Financial strategy and planning
Your adviser will meet with you to present the Statement of Advice and discuss in-depth the recommendations made and the improvements they will make to your financial future. Full product disclosure statements are provided and explained in language that you can understand so that you have a really clear picture of your new strategy. Your adviser will work with you to determine what you would like to proceed with and answer any questions that you may have.
- Implementation of advice
This is where you will be glad you have chosen a Platinum Private Wealth adviser, as we take of the paperwork for you. With the help of our support and administration staff, your adviser will implement your chosen strategy liaising with product providers and other specialist services required, such as accountants, solicitors and banks.
- Summary and ongoing review
A summary meeting is conducted once your new financial plan has been fully implemented. This is just the beginning – as a Platinum Private Wealth client we will continually review and update your financial plan to accommodate for changes to your lifestyle or to take advantage of new opportunities.
To discuss your situation and see how a professional financial advice can help you, make an appointment to speak to a Platinum Private Wealth adviser today.TALK TO A FINANCIAL ADVISER