Financial Planning

Financial planning is about not only understanding your financial goals, but also working out the means of achieving them. At Trumans Financial Services Pty Ltd, our focus is on providing both businesses and individuals with quality advice and strategies for achieving their goals.

Trumans Financial Services Pty Ltd are authorised representatives of the Lonsdale Financial Group Limited, and so we can provide advice in the areas of superannuation, direct shares and other securities, managed investments and life insurance. In addition, we have considerable experience in retirement planning and self-managed superannuation funds. We deliver financial advice with the same professionalism, high level of technical knowledge and integrity that you have come to expect from Trumans Financial Services Pty Ltd.

Our Approach to Planning

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We follow a four-step process in preparing a financial plan for clients:

  1. At the first meeting we discuss your needs and objectives to find out what is really important to you and gather the information we need to advise you. We also decide with you which of our services can be of benefit to you and discuss fees.
  2. We develop financial strategies with you to help you meet your financial goals. This may include, for instance, wealth accumulation strategies, retirement income strategies, asset protection recommendations and estate planning issues.
  3. We prepare a statement of advice to document our suggestions. It summarises your current position, your needs and objectives, our recommendations, the services we are offering and the cost involved.
  4. Once you decide how you want to proceed, we implement the strategies and, where appropriate, manage administration and co-ordination of other advisers, such as lawyers and insurance specialists. An important part of the planning process is continuous monitoring of the plan, which we revisit at least once a year, or more often if you prefer. We tailor our service to our clients' needs, so we will be involved in the management of your affairs as much or as little as you want.

What Will it Cost?

Throughout the process, we discuss all costs with you before embarking on each step. Trumans Financial Services Pty Ltd offers a fee for service based on a combination of fixed fees and hourly rates. Generally we do not accept commissions, and rebate commissions to the client.

If you would like to discuss our financial planning services, please contact us or phone 02 9410 6999.

 

Our Financial Planners


John Tsolakis BCom, FCA, Dip FS
(Financial Planning)

After seven years in other chartered firms, John joined Trumans more than twenty years ago and became a partner over fifteen years ago. He is a registered company auditor and a Fellow of the Taxation Institute of Australia. His audit, taxation and business services experience ranges over public and private companies, local government, primary production and professional practices.

 

 

Trumans Financial Services  Pty Ltd is an Authorised Representative of Lonsdale Financial Group Limited, ABN 76 006 637 225, AFS Licence no. 246934

 

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