
Frequently Asked Questions
When should I see a Financial Planner?
Generally you should consider meeting with a Financial Planner at major events that occur in life which may result in a review of your financial or personal situation. Examples of milestones at which time you may consider seeing a Financial Planner include:
- If you are wanting to set some financial goals
- Just paid off your home
- Have equity in your property you wish to invest
- Job change, redundancy payment
- Received an inheritance
- Pending retirement
- Just retired
- Looking to increase your investment portfolio
- Starting or running a business
- Less than one hour of your time could make all the difference to your financial future
How can a Financial Planner assist me?
Most Financial Planners will be able to assist you with advice on the following:
- Make the most of your superannuation
- Maximise your income in retirement
- Review ways to secure your lifestyle and financial goals
- Learn how to diversify your investments across shares, managed funds, property, fixed interest and cash
- Discuss strategies to help reduce tax
- Learn how to accumulate wealth through margin lending
- Investment gearing strategies and risk protection
- Provide expert advice on redundancy or early retirement
- Discuss the importance of having a current Will and Enduring Power of Attorney
What should you do if you have a complaint?
If you have any complaints about the services provided, please take the following steps:
- Contact your Financial Adviser and tell them about your complaint
- If your complaint is not satisfactorily resolved within three working days, please contact the Sanders Financial Planning Complaints Officer, Meredith Sanders by telephone (08)945605444or in writing [email protected]
- SFP will try to resolve your complaint quickly and fairly
- If you do not get a satisfactory outcome, you have the right to take your complaint to the Financial Ombudsman Service, GPO Box 3, Melbourne Vic 3001, telephone toll free 1300 780 808. Email [email protected] NEOFS is a member of this Service
