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Seek Financial Advice Pty Ltd (Rep Number 343640) is a Corporate Authorised Representative of TFSA AFSL 246545.

AFSLs are administered by ASIC www.asic.gov.au

Is independent advice important?

Yes it is. Crucial to helping is keeping your goals at the heart of the financial planning process.  Seek Financial Advice is not owned by a bank nor an insurance company. What this means for you is we have a wide range of products to offer and we can help you select what suits you.  This selection process is NOT controlled or dictated by a larger corporation wishing to “sell its own products”.  This is our Approved product list here. Link 1

Who can provide financial advice?

When you receive personal financial advice on superannuation, insurance, shares, managed funds as well as many banking products (excluding loans and buying real estate) require the adviser to hold an Australian Financial Services Licence (AFSL), or be an authorised representative of the licencee.

If you require advice on home loan investment loans or property investment we recommend Mortgage Link. (www.mortgagelink.com.au)

How is advice provided?

Personal financial advice will be provided to you in a Statement of Advice (SOA). A Seek financial advice advisor  will consider the information you have provided him/her, carefully consider your financial goals and provide the SOA in writing that sets out what your adviser is recommending and why they think it's suitable for you.

Financial planning is the process of developing strategies to help you manage your financial affairs so you can build wealth, enjoy life and achieve financial security. Financial planning can assist the transition to retirement process to maximize your retirement savings.

Some people may think that financial planners only give advice on investments. This is not true. The role of a qualified professional financial planner is to look at all aspects of your lifestyle, goals and requirements and develop a financial strategy suitable for you. The recommended strategy should help you reach your financial goals effectively and efficiently. Insuring to mitigate risk is also an important part of the planning process.

Financial Planning is a variable and should be personalized to help you through which ever stage of life you are in.

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