Financial Advisers on the Sunshine Coast

Choice

Putting you back in control by maximising your financial position, so you have choices over your future (when to retire, how much to live off, how often to travel etc.).

Freedom

Freedom from the worry of financial stress, knowing someone has your back and is looking out for your best interests.

Through all the market peaks and troughs and government policy changes there’s a freedom in knowing your future is secure.

Clarity

Straight money talk with no judgement, no jargon and no pressure. We’re clear and on your side.

Connection

We make a plan, and you live it. It does more than change your life. It changes with your life choices. For every year of our clients retirement that we manage, we donate two meals to a person in need in and around the Sunshine Coast.

Initial appointment

During this meeting we will take the time to listen to you, learn about your goals and objectives and obtain a full understanding of your current situation. After this meeting and your consent to move forward we will undertake Research and develop the appropriate strategies to have you on the way to a retirement you can love.

Our pricing is based on value and complexity and is tailored to each client and how much work is required to maximise your situation. We charge a flat dollar fee with no hidden commissions, fees or other incentives.

You get the best advice based on your needs.

At the end of your initial appointment, we will have a fair idea on how we can best be of service to you and also the cost of that service at which point we can provide you with a written quote.

Advice Delivery

At this appointment we will deliver our Statement of Advice which is the

formal document delivering our detailed and personalised strategies to you.

This will be explained in an easy-to-understand format and you will have the opportunity to ask as many questions as you like. We like to make sure our clients are empowered by understanding their retirement strategy.

At the end of this appointment, you will be asked to sign the Authority to Proceed which is your consent to move forward.

Implementation

Once you have provided consent to proceed the team at Impact Wealth

will be hard at work implementing the recommendations we have made. Very rarely is there anything for our clients to do. You will be provided with regular updates along the way to ensure you are comfortable and informed at all times, regarding the implementation of our recommendations.

Client Service Agreement

Once your advice has been fully implemented we will provide

ongoing services to you through our client service agreement. You will pay an annual fixed fee which can be deducted through your super, pension, investments or personal banking.

The services provided include ongoing management and implementation of your strategies and investments and at least one formal meeting per year. We are available at any time during the year to answer your queries and provide you with assistance when required.