INDIVIDUAL FINANCIAL PLANNING SERVICES

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 provides financial planning services under the ComCorp licence. ComCorp (Community & Corporate Financial Services Pty Ltd ABN 44 079 121 136) holds an Australian Financial Service Licence, AFSL No: 225085, issued by ASIC. For further information on ComCorp follow this link to their website: ComCorp

HOW WE CAN HELP

The most important step on the road to financial independence is having a financial plan. We develop financial plans that are right for you by:


As part of our on-going service, we review your plan on a regular basis to ensure it is on track, and keep you informed through regular newsletters. We will only provide advice to you where we believe that it is suitable for your individual needs, objectives and financial circumstances.

HOW YOU WILL PAY FOR OUR SERVICE

The first consultation with our adviser is free of charge. If following this you wish to have a Statement of Advice prepared, a fee is payable. This fee is in the range of $500 to $1,000 but may be higher if a comprehensive service or assistance is requested.

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.