Have a goal in mind and need some help to make it a reality? That’s what I do! We produce financial strategies to set you on the path to achieving the choices in life that you seek, and we support you in implementing that plan. We help you achieve financial autonomy.
Discovery meeting – what is the goal you are trying to achieve? What is your current financial and personal circumstances. The aim of this meeting is for you and I to get to know one another and start to build a working relationship. I can also answer any questions that you might have about us.
This meeting can occur via web video call (eg. Skype or Zoom), phone, or in our offices in Essendon, Vic.
Research and plan development – following our initial meeting we get to work developing a strategy to achieve your goals. We may need some input from you during this process, clarifying key points to ensure the solution that we ultimately provide will work for you.
Strategy presentation meeting – we present to you our recommended strategy, how it would be implemented, and the time frame we expect it to take to reach your stated goal.
Once again this meeting can occur via web video call, phone or in our office.
Implementation – following your feedback on the proposed strategy and any refinement required as a result, we then move to implementation. This is a collaborative element where we handle some elements and you handle others. We aim to project manage the implementation process to ensure the strategy is up and running and functioning as planned.
Support/fine tuning – Unexpected things pop-up. We are available via email to assist you in fine tuning your strategy to ensure it is working for you.
This process is delivered over a 6 month period with the Discovery through to Implementation components typically completed within the first 3-4 months of the process.
Transparency is just so important to us. Here is what it will cost you to engage our services – nothing hidden and no surprises:
At the conclusion of the Discovery meeting, if we both feel that there’s good scope for us to work together, $990 is payable for us to commence work on building your customised Financial Autonomy strategy. Note that if, following our initial discovery meeting, we determine we’re not a good fit for one another, no fee is payable.
Then $330 per month for 6 months.
At the conclusion of the 6 months you will have a customised strategy up and running and be on the path to achieving the life choices you are seeking.
Should you wish to continue to receive on-going support on your journey to Financial Autonomy, for $95 per month we provide an annual full review of progress towards your goals and consider whether any changes to the strategy are warranted, plus email support throughout the year to answer any questions that might crop up.
Should you engage us in an on-going capacity, and your strategy involves an investment portfolio, we also charge 0.33% per annum of the investment portfolio balance, collected monthly, to provide investment advice. So for instance on a $20,000 portfolio we would charge $5.50 per month in addition to the standard $95 monthly fee.
“Paul is very thorough and is very available to answer or clarify anything. Paul presented all our options and was a pleasure to deal with.”Rita Karagiannis
“Thank you so much for making it very clear what would be the best options for me and my family’s future. I am very happy.”Joanne Pope
“Paul is approachable, clearly explains information, efficient, and follows up on all enquiries.”Robert Thomason
“We were both very happy with all aspects of the help given to us and the action that has been implemented.”Clare Chui
“Having never dealt with a Financial Advisor before, I was very nervous at first but found Paul to be very professional and understanding, answering my questions and needs.
I have been very happy with the investments Paul has chosen, and he is more than helpful with any questions or queries to assist me in a prompt manner.
I would recommend Paul to any of my friends or family.”Brian Taubert
“My sister would benefit from a chat with you & I have made a strong suggestion to her to do so. I am thinking I should have sought you out a year ago.”Steve Winzar
Our services are provided via Guidance Financial Services Pty Ltd, Corporate Authorised Representative of Sprout Financial Pty Ltd AFSL 495546. Guidance is an FPA Professional Practice, and the practice principal Paul Benson is a Certified Financial Planner (CFP).
Note, due to licensing requirements in different jurisdictions, our services are for Australian residents only.