Our initial consultation involves an in-depth look at your current and future plans, your lifestyle, your goals, your aspirations
Initial Consultation
Our very purpose at Pinant is to enable you to live life the way you want to.
That’s why our initial consultation involves an in-depth look at your current and future plans, your lifestyle, your goals, your aspirations. Yes we’ll ask about income and bank balance, but the most important element of the meeting is helping you identify what you want for your future. We’re not afraid to ask the big questions that others shy away from and address the important things, so you’ll be prepared for whatever crosses your path.
To make this initial meeting as productive as possible, we ask that you bring along a few things:
- Income Tax Returns – Company and/or Trust returns
- Investment Property details
- Asset & Liabilities details
- Personal insurance details
- Superannuation details other investments, i.e. Fixed deposits & shares
- Tax File Number
The whole process takes around an hour to 2 hours, and all personal information discussed in the meeting is kept secure and confidential. Please think that this is the blue print for the rest of your life so time needs to be taken to get the understanding developed of what you are wanting.
Taking things further
Moving forward it’s important to us that you understand how different options can affect your lifestyle. We discuss the different avenues available to you and aim to demystify the planning process, because only then can you make confident financial decisions. We use white boards and explain the processes clearly of what we are recommending. A background in teaching has been valuable here as the knowledge imparted to you is done in an understandable way. No smoke and mirrors here.
You will receive comprehensive advice on how you can best manage your finances to achieve the financial freedom to reach your goals. Depending on your requirements we can outline a strategy for tax minimization, property investment, building savings and effective budget practices. We can implement Self Managed Super Funds and identify Insurance policies that can protect what’s most important to you.
Along with receiving a Solution Summary and extensive initial report, the progress of your plan is monitored throughout the year. Pinant prides itself on documenting and mapping the progression of your plans, so even if life throws something unexpected at you, and your Advisor isn’t in the office, another member of our team will be able to pick up right where they left off. This means there’s no down time when claims and settlements need to be actioned as these things that are often time critical. We keep on top of the conveyancers and finance brokers to get a prompt hassle free result.
