Financial Planning
Belmont Financial Solutions offer a wide range of financial services including:
- Wealth creation – investing in Managed Funds.
- Wealth protection – life, TPD, trauma and income protection.
- Retirement planning – superannuation and income streaming.
The selection of the right financial adviser is an important decision. You need to feel comfortable discussing your financial goals with someone you can trust.
Belmont Financial Solutions are an authorised representative of OAMPS Life Solutions.
You need to understand, plan and review your plan with an adviser.
An Experienced, Qualified and Reputable Financial Planner can assist you in:
Understanding your needs
- Identify and prioritize your specific goals, needs and circumstances as well as the range of investment options suited to you.
- Analyse your personal situation and consider all the suitable investment alternatives available.
Preparing a recommendation
- Preparation of a statement of advice which details the strategies you need to implement to achieve your goals.
- Provision of recommendations in writing, detailing every step of the proposal with an explanation on the basis of the strategies we recommend.
- Comprehensive explanation of all fees and charges.
- Address any concerns to ensure that you are completely satisfied with our recommendations.
- Authority to proceed to the next step.
Implementing your strategy
- Implementation of the agreed strategy once you are comfortable with the recommendations.
Reviewing and updating your plan
- Regular reviews of your financial plan to ensure it remains on track and properly reflects your changing needs and circumstances.
Important Questions You Need to Ask Yourself
- How much money do I have to invest?
- Would I be prepaid to borrow to invest?
- What risks am I prepared to take?
- What standard of living do I want in retirement?
- How much insurance do I require, to pay out the mortgage and cover family living expenses in the event I die?
All of these steps are important.
