FAQ’s | Abound Financial & Lifestyle Planning

FAQ’s

How much does it cost?

The initial meeting is $275 (GST inclusive). This fee may be rebated if you proceed with a comprehensive statement of advice.

The cost of a Statement of Advice (SoA) can depend on the complexity and breadth of issues addressed.

Please refer to our Financial Services Guide for further details.

How do I start?

Make an appointment for a first meeting by contacting us on 03 9373 3500.

What kinds of clients do you mostly see?

We see a wide range of clients from individuals in their 20s and 30s to pre-retirees and retirees. Each client’s financial plan is customised to their specific needs and we take the time and care and do the research to ensure that the advice we provide is appropriate to our clients’ needs, regardless of their circumstances.

Will I receive written advice?

Any personal advice you receive will be provided in a formal document known as a Statement of Advice (SoA). We are required to provide an SoA by law whenever personal advice is provided.
 
The SoA outlines your specific circumstances on which the advice is based; your lifestyle goals and objectives; strategy and product recommendations; and how all of these different aspects come together to affect your future lifestyle.

If you would like to find out more about the advice process and relevant information please refer to our Financial Services Guide.

How often will you review my advice?

We suggest that strategies are reviewed on at least an annual basis and more frequently whenever there are significant changes to your circumstances. This can be anything that affects the progress of your strategy and current lifestyle.

If I have any issues with the planner’s strategy how will they be resolved?

The advice provided is our recommendation as a means of helping you achieve your lifestyle goals or working towards achieving your lifestyle goals. You can choose to accept the recommendations or they can be modified to reflect your views or developments in your personal circumstances.

Who authorises you to give advice and are you licensed by ASIC?

Abound Lifestyle Planning is a member of the Financial Planning Association of Australia and holds Australian Financial Services Licence No. 238370. All financial advisers are representatives of Abound Lifestyle Planning and are Certified Financial Planners.

How does the planner keep up-to-date with everything that’s happening?

Regular ongoing education is an employment condition of all staff engaged in the provision of financial advice. Staff attend education sessions and complete online training programs to keep up to date with the latest news, research and strategies.

What is Life Coaching?

Life Coaching is a professional and confidential relationship that focuses on change and helping you achieve your goals and dreams in life and reach your full potential. Together we can help you sit down and plan your life, unlock your true potential, understand and enhance your talents and strengths and overcome your weaknesses that may be holding you back from living the life that you really want!
 
Our unique Lifestyle Planning & Coaching packages provide you time, support and guidance to help you define your life path and goals and help you fulfil your life’s purpose with energy, passion and fulfilment!
 
Engaging with one of our Life Coaches could be the difference between creating a solid financial plan and you ending up at your ideal destination or simply floating along and getting lost in the crowd…
 
To read more about our Life Coaches please go to Jina Life.