Frequently Asked Questions:

Can I email these documents before the meeting?

Yes, before you do, please contact me to make sure documents are sent securely.

What time frame should I schedule the planning meeting within?

We recommend scheduling it in no later than 30 days from when we contact you. We know life happens though so don’t feel like this is set in stone.

Will the “Planning Meeting” cost me?

Having a yearly review outweighs the option of not checking in annually. It can save you from going off course or moving away from your goals. Consider this like a car service, you’ve done the major service by creating a financial plan with us which is amazing!  Yearly, we recommend having a planning meeting to keep you on the road ticking off your financial goals.

What is the cost?

For every client this is variable, however it’s usually less than what your starting fee is.

What happens if I choose not to do a yearly review?

We won’t ever pressure you. On our website we live by, “No Commission, No Hidden Fees, No Pressure.” We monitor your Financial Plan throughout the year. Our time and experience to keep updated with your Financial Plan does come at a cost to make sure we’re providing you with the best updated Financial Plan to tailor to your specific needs. Please contact us if you no longer need our services or wish to have a pause.

Are you ready to make a booking? Email hello@finspire.com.au