James came to us to enquire about our financial planning services. He had over the past few years spoken to 5 financial planners. Initially, the planners were excited with the prospect of dealing with a young professional with a high disposable income.
However, James had structured his financial situation to partially reduce his tax liability and more importantly, protect the family assets. This structure appeared complex and daunting to the other advisers and to James’s frustration, no positive outcome was achieved. The advisers would have charged him a huge fee to try to manage his finances or found it too hard and couldn’t help him.
When James came to see Intellichoice, not only were we able to meet his expectations, but the fee was far less than what the other planners were charging.
With minimal cost to James, we have been able to utilise his existing financial structure and further reduce his tax liability. We have also managed to establish an investment portfolio for the long term, whilst also creating a tax effective income stream for his partner.
We will be there with James and his family as they progress through the various life stages and will assist them to achieve their long term financial goals.
To find out more about our minimal fee financial planning service, speak to one of the advisors at 1300 55 10 45 or email us at planning@intellichoicefp.com.au.
Visit www.intellichoice.com.au for more details on our services.
