BACKGROUND
Financial advice is all about making sure your finances are arranged in an appropriate manner to help you live the life that you want now and in the future. When you seek financial advice you are enlisting the help of a professional who will provide you with financial services which may include discussing your individual requirements, assessing a range of suitable options, and guiding your decision making to meet both your current and future needs.
NFS can organise for ComCorp to provide financial planning services under the ComCorp licence. ComCorp (ComCorp Financial Advice Pty Ltd ABN 89 133 593 012) holds an Australian Financial Service Licence, AFSL No: 331367, issued by ASIC. For further information on ComCorp follow this link to their website: ComCorp
HOW CAN A FINANCIAL PLAN HELP YOU?
The most important step on the road to financial independence is having a financial plan. ComCorp develops financial plans that are right for you by:
As part of ComCorp’s on-going service, your adviser reviews your plan on a regular basis to ensure it is on track, and keep you informed through regular newsletters. ComCorp will only provide advice to you where it believe that it is suitable for your individual needs, objectives and financial circumstances.
HOW WILL YOU PAY FOR COMCORP FINANCIAL PLANNING SERVICES?
Generally, the first consultation with your ComCorp adviser is at no charge to you. If following this you wish to have a Statement of Advice prepared, a fee is payable. This fee will be discussed with you at the time.
If you proceed with the personal financial plan as outlined in the Statement of Advice, implementation and ongoing service fees as disclosed and agreed will apply.