This is a ‘getting to know you’ session for both parties. We only work with clients to whom we can add value and who trust us to do so. We will discuss your hopes, goals, and circumstances as well as our financial planning philosophy and process. We encourage you to ask any questions about financial planning in general, and Story Wealth in particular.
In addition to our 2 complete questionnaires, the more information you can bring to this meeting the more effective our advice will be. Ideally you will bring a list of your assets and obligations, your budget, and other relevant financial statements (eg. Superannuation statements, insurance documents, investment details, etc.)
Your first appointment will take up to 1.5 hours as it forms the basis for your understanding of who we are and what we offer, and our understanding of what you want and whether we can add value.
Other fees include:
The Ongoing Advice Service Agreement (sent out after you agree to proceed with your plan) will outline and explain the specific services we will provide during the year.
All of our financial planners are members of the Financial Planning Association (FPA) and are bound by a code of ethics and high professional standards over and above that required by law.