Phone: (03) 9439 9977 | Suite1, 741 Main Road, Eltham, VIC
Engaging our Financial Planning service will ensure that you have the very best chance of meeting your goals and objectives. Our strategic advice based solutions are open, ethical, honest, free from bias and always in your best interests.
What we are all about...
1. Delivering what we promise
2. We won't bamboozle you with jargon
3. Transparency of fees
4. Strategy not product
Delivery - When we make a commitment to you, we expect to deliver; we will return your calls and emails and provide you with a superior customer service experience, both initially and during our relationship.
Confidence - It is important that you understand your individually developed strategy. It is our intention to provide you advice in a clear and concise manner; we will continue to work with you closely to ensure you are confident about your strategy, prior to proceeding.
Transparent - Our clients are charged a fee for advice and ongoing fees in line with the complexity of the advice, the time taken to prepare, implement and manage the strategies, and the value the advice brings to you (which we will clearly demonstrate). All fees / costs are clearly disclosed to you in writing.
Strategic - We seek to help our clients achieve their lifestyle goals by ensuring they take advantage of the best strategic advice available, we focus on strategy first and then, with the help of quality independent research, select superior investments and personal insurances
Cost of Advice
We are a fee for advice financial planning practice. We charge our clients a fee for their initial advice and a fee for any ongoing advice they may require. The cost of our advice will be proportional to the complexity, the time taken to prepare, implement and manage the strategies, and the value the advice brings to you. Our initial meeting with you is free of charge during which we will be able to provide you an estimate of the cost of our advice.
Experience Counts
Shaun Thatcher is the Principal and Senior Financial Planner at WealthCare Financial Solutions and has been a financial planner for more than 15 years, and has worked in the industry for his entire 25+ year career. Shaun is a CFP® or CERTIFIED FINANCIAL PLANNER™ practitioner and member of the Financial Planning Association of Australia (FPA).Shaun is a an associate member of the SMSF Association (formerly SPAA). In addition, Shaun provi....
Phone: 1300 735 232 | Suite 4, 1/20 Arthur Street, Eltham VIC 3095, Eltham, VIC
Pekada is a bespoke financial planning business specialising in SMSF advice, investment and portfolio administration.
Eltham Financial PlannersInvestments Eltham Superannuation Eltham Financial Planner Eltham Income Protection ElthamA financial planner can help you to define and make a plan to achieve your financial goals based on your circumstances.
Yes, to be able to offer advice a financial adviser or planner must be registered on the financial advisers register which spells out what services and advice they are licensed to provide.