Financial Planning FAQs - Wealthy Self

Financial Planning FAQs

Here to answer your questions
We know that the financial world can seem pretty complicated and that you probably have a ton of questions (none of them are silly by the way!) If your answer isn’t below, you can contact me instead. Cheers Wealthy Self Financial Planning
How much are your fees?

A great question! The answer is…it depends on your situation and how complex your personalised advice is. I might recommend things you hadn’t considered before or you might benefit from a certain type of insurance, etc. Top line is that what you pay is based on your level of need and the time required to implement. Book in a free 30 minute Discovery Chat and we can start scoping your situation.

Who do you work with?

I love working with Millennials and Gen Y who are ready to grow their future. Most of our clients are young professional families and we help them to buy houses, start families, grow businesses, protect their children and future proof their lifestyle. If that sounds like you, get in touch! If you’ve never worked with a financial advisor before, you can find out more about how it all works here.

How long does the whole process take?

How long is a piece of string? ? Our free Discovery Chat is 30 minutes long, to start getting to know each other. If you want to get started, I’ll send you some info to complete so I can put together your Scope of Advice and your quote. Then if you’re happy to proceed, I’ll develop your tailored Statement of Advice (SoA) and present this to you over Zoom which can take 1-2 hours. End-to-end, most clients are fully implemented within a few months, depending on the complexity of their situation and my current waitlist.

What areas do you service?

As long as you’re in Australia with a phone and internet connection, we can work with you wherever you are! We have clients all over Australia and mostly in VIC, NSW, QLD, SA, TAS. From the big cities to the countryside, we can connect wherever you are. Wealthy Self was born in Melbourne and now lives in sunny Brisbane and I have Sydney roots too. I can be your Melbourne Financial Advisor, your Sydney Financial Advisor. Your Brisbane Financial Advisor, Your Gold Coast Financial Advisor…you get the idea ?

What do I get for my money?

When you work with me, you get a friendly and honest financial advisor who really cares about what YOU care about. You’ll also get completely tailored advice based on your information and how you actually live your life – and also how you want to live it too. No two advice documents are the same! Through phone calls, email and Zoom chats, you’ll receive a quote with your Scope of Advice. If you proceed to implementing the advice, you’ll also receive a Statement of Advice for your records.

What are the benefits of one-off advice vs ongoing advice?

Depending on your circumstances, one-off advice might be all you need. I’ll only recommend ongoing advice if I actually think you’ll benefit from it. If you only need one-off advice, once it’s implemented you are done and dusted! If you become an ongoing client, you’ll get an annual review to ensure your situation and advice still match and access to me throughout the year with any questions, concerns or changes. You’ll also receive VIP informative tips, general advice and important updates via email. Either way, you get a tailored experience, unlike general advice, which is just that – super general and doesn’t factor in who you are or anything about you.

Do you have an office I can visit?

Maybe one day…and we hope that it’ll be by the beach! We currently operate as an online business only, which provides convenience for you, as you can be at home in your PJs or on your lunch break! It allows us to spend less on things we don’t need, so we can offer highly competitive rates for our amazing clients, win-win!