A good financial adviser works with you to understand your needs, set your financial goals, and create a plan to help you achieve them. With access to a range of options and advanced monitoring tools to ensure they fit your needs. Vanguard estimates a quality financial adviser can add around 0.5-1.5% p.a to your overall wealth picture. Our annual fee’s range from $2,805 to $6,707 and if your overall wealth fits within this range then yes, we think you should!
I WANT TO LEAN MORE BEFORE I BOOK A MEETING. HOW CAN I DO MY OWN DUE DILIGENCE?VTadmin2020-11-17T15:50:30+00:00
Great question. We’ve set up a YouTube channel and podcast just for you! If you are reading this right now and want to learn a little more about Scott our director. Check out the free YouTube channel and podcast for more.
HOW DOES WEALTHLAB MAKE MONEY?VTadmin2020-11-17T15:51:02+00:00
Yes, it’s our preference. Face to face meetings a great, however life is busy and we have clients all over the world. We’ve set up our business to follow you wherever you need and if we have done our jobs right. You’ll most likely NOT be living where you are today!
HOW ARE YOU DIFFERENT THAN OTHER FINANCIAL PLANNERS OR ADVISERS?VTadmin2020-11-17T15:52:04+00:00
With a focus on building a quality and trusted relationship. Our service is designed for long term wealth creation and protection. Unlike a bank or larger financial planning firms we are set up to ensure the options you have are unique to your needs.
IS THERE A DIFFERENCE BETWEEN A FINANCIAL PLANNER OR ADVISER?VTadmin2020-11-17T15:52:31+00:00
Not in Australia. In the US yes and it’s a question we get from people who’ve done some ‘Googling’. However there IS a difference in qualifications. Being apart of the Financial Planning Association is important to us and you can check out our director Scott’s accreditation here.