Can you support individuals outside of QLD?

Yes, we support clients throughout Australia both with face-to-face and digital delivery.

How do we get things started?

We are flexible in how we kick things off but can facilitate this through a phone call, video meeting or where appropriate, face-to-face meeting. Initial interactions and discussions will be about gaining a deeper understanding of what your needs are and where you would like to focus your efforts.

Can we have an online meeting?

Yes, we have multiple options to facilitate meetings via phone, zoom or face-to-face.

What should I bring to the meeting?

The initial meeting is all about getting to know you and your goals. It’s simple really, bring your dreams and aspirations and let us do the rest. The more information and details you can provide about your current situation, the more productive the meeting will be.

How do you charge for your service?

Financial Advice Matters is a Fee for Service organisation. Our fee is determined through our discussions with clients, the complexity of their situation and the implementation of the plan. We present our clients with a Terms of Engagement for acceptance prior to implementation, which incorporates the services Financial Advice Matters will provide and the fee associated with this service.

Does it cost to meet with an Adviser?

Your first meeting is a non-obligation, free of charge meeting where we will get to know you and establish where we can provide value to your situation. After this, we will take the time to develop your strategy across multiple meetings. Only upon acceptance of this will you become a fee paying client where a fee will be established. At no stage is there an obligation to become a client.