Working with us
Knowledge and understanding are key ingredients for financial success. That’s why at Income Solutions we view financial planning as an education process providing you with all the information you need to feel confident that you’re making the right decisions for you.
Our unique and collaborative four-step process gives you the chance to explore all your options with a financial adviser with no pressure, cost or obligation. The process has been designed to give you 100% of the knowledge and understanding you’ll need to make the best financial decisions for you.
That said; we know that everyone is different and has unique circumstances and goals. So rather than trying to fit you into a process, we make sure to fit our process around you, your specific concerns and desires.
In fact, it’s your choice how you want to engage us—either through a free one-on-one initial consultation with a financial adviser, or through attending one of our free information evenings.
See below for a more detailed description of each step and the benefit you’ll gain before even deciding to become a client.
A four-step process designed to give you the knowledge and understanding you need to make good decisions about money
An ongoing relationship
Our ongoing relationship will help ensure the success of your Personal Financial Plan. Some of the key benefits you’ll receive include regular ‘Staying on Track’ meetings where we’ll track your progress and make any necessary adjustments to ensure you reach all your goals.
You’ll also have unlimited access to your financial advice team and your own dedicated Associate Financial Planner who has a thorough understanding of your financial strategy and can handle a wide range of your enquiries and requests.
As part of your ongoing education program you’ll also receive regular communication to keep you informed and invitations to various guest speaker events—all to build your awareness and ultimately give you greater confidence about your financial future.
Areas of advice
There are many areas of your finances in which we’re able to assist you. Throughout the different stages of your life there are strategies we can utilise to help you make the most of your situation. We can advise as to when and how these strategies should come into play for you.
While these are common areas of financial planning advice, we are not a common financial planning practice. Our personal approach and focus on the things that are most important in your life are what sets us apart. Check out the Why us page to find out exactly how we’re different and what it all means for you.
