Long Term Assistance
A long term relationship with Totally Integrated Financial Planning provides:
- Knowledgeable, qualified, trained and experienced advisers with integrity
- Written advice on strategies and investment recommendations with a fundamentally sound approach to financial management.
- A philosophy of conservatism, professionalism, personal service and concern for the clients well being.
- Peace of mind / understanding of your circumstances.
- Integrated advice on the careful assessment of clients personal needs and aspirations.
- Liaison with Centrelink, Accountant, Legal representatives.
- Recommendations supported with Product Research & Technical Support.
- Cradle to grave services, Long-term personal relationships.
- Referral network for related professional services.
- Ongoing regular reviews and rapid response to inquiries and changes in circumstances.
- Client Complaints Resolution Scheme and Professional Indemnity Insurance.
- Value adding services – Home Loans, Health Insurance, Life Insurance.
- Dealing with an Independently owned and operated Company.
- No affiliation with any Bank, Insurance company or Fund Manager.
- Commercially based Fee Structure.
- Membership to Professional Bodies, including Financial Planning Association & CPA Australia.
- Government Accredited / Australian Financial Services Licence Holder.
- Fully compliant Practice - Peace of Mind.
