"The very first step in Lifestyle Planning is about working out what’s important to you."
We want you to be clear on where you want to go and the choices you would like to be able to make at various stages of your life. Lots of people don’t plan their lives out in this way, so we have a process that helps to bring some clarity.
Understanding where you are now, and more importantly, where you wish to be is key to us developing a strategy with you that will stand the test of time. With this in mind, the time we spend together early in our relationship is of the utmost value.
Complimentary first meeting
There is no cost or obligation for our first meeting with you. This meeting is possibly one of our most important, so we like to invest the requisite time with you. Your first appointment may take up to 1.5 hours. Prior to our meeting, we will send you our lifestyle profiler questionnaire which will help inform us before we meet about what is most important to you. We will then have a good insight into your current situation and your Lifestyle goals which we will use to model a number of options that we will discuss with you in that first meeting.
Through our initial meeting programme we:
Making the most appropriate choices
We work through your needs and based on our initial meetings, we will prepare a number of scenarios for you to consider, each with the advantages and disadvantages.
We provide a full financial projection for you with each scenario, so you can clearly understand your options. Together we evaluate which choice is the most appropriate for you, given your goals and circumstances.
Keeping you up to
date and informed
Comprehensive planning and a regular review of your financial advice is critical in this day and
age of continuous legislative change and the sustained volatility and uncertainty in economic and market conditions.
We also actively work with you to keep you up to date as legislation and prevailing market conditions change, to take advantage of better rates, structures or providers which help keep you ahead of the game. We touch base with you regularly, either quarterly or 6 monthly, to help you build towards optimal outcomes and have a level of comfort from your investment strategy.
This website contains general advice only. You need to consider with your financial planner, your investment objectives, financial situation and your particular needs prior to making an investment decision.
We aim to be around to see you and the next generation of your family through.
The information within is general advice only, prepared
without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you
should consider the appropriateness of the advice, having
regard to your own objectives, financial situation and needs.
You should obtain a Product Disclosure Statement relating
to products mentioned before making any decisions.
© Copyright 2013 Rancie Financial is a
Corporate Authorised Representative of Financial
Services Partners | ABN 15 089 512 587 | AFSL 237590