If you haven’t seen a financial planner before, the idea of sharing your private money matters can feel daunting. When you come to Dobbrick Financial Services you can be assured that you are entering a safe, non-judgemental space. We are proud of the long track record we have helping our clients to reach their financial goals. A huge part of the success of our business relies on the trusting relationships we have built with our clients. It’s what keeps them coming back. Here’s what to expect when you make an appointment.
A friendly face and a cup of tea!
We are a family-owned business with old fashioned values. When you arrive at our office the first thing we will offer you is a cup of tea or coffee. The first meeting is obligation free and more about getting to know you to ensure you are comfortable that we are the right fit. There are no stuffy suits in our office!
What are your personal and financial goals?
Goals are a fundamental part of any financial plan. Everyone has unique circumstances and aspirations for the future. We will take the time to understand yours.
What debts and investments do you have?
In our first meeting we like to get an overview of your financial situation. Do you have any debts and what are your assets? Investments such as superannuation, shares, investment properties and the value of your home all help us to get a picture of where you are at.
What are your cash flow needs?
Your stage of life and lifestyle preferences will dictate how much money you need to live on. This can include things such as mortgage repayments, household expenditure, transport and education. Lifestyle preferences such travel, dining out and luxury items may also be considered in this equation.
What insurances do you have?
It is good to review your insurances from time to time to ensure you have the appropriate protection in the event of the unexpected. These can include house and content, car, life, income protection and TPD insurance.
The Dobbrick family has been providing financial planning solutions to Queenslanders for 50 years. Our priorities are good service and solid, considered guidance. You can be rest assured that if the benefits don’t outweigh the cost of financial advice we will tell you. One, obligation free appointment could be a turning point in setting you up for the future. Get in touch.
General Advice Warning: The information provided in this article is general in nature and does not consider your particular investment objectives, financial situation, or insurance needs; we therefore recommend you seek advice tailored to your individual circumstances before making any specific decisions.
Dobbrick Financial Services (Gympie) Pty Ltd ABN 48 931 205 109 and Dobbrick Financial Services (Ipswich) ABN 86 100 184 521 & DFS Oakland ABN 64 340 527 395 and their advisers are authorised representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306.
