Question 1

Are you an insured business and do you guarantee your work?

Accepted Answer

Yes we are fully insured with Professional Indemnity insurance supported by our Licencee - MyPlanner Australia Pty Ltd AFSL 345905. We also have appropriate Public Liability cover for our office.

Question 2

How did you decide to get into your line of work?

Accepted Answer

The principal adviser is a Chartered Accountant and we were saw a gap in the market for highly technical, straight forward and value for money financial advisers.

Question 3

What do you like most about your job?

Accepted Answer

Our clients offer an array of occupations, backgrounds, culture and needs which fosters a great relationship with clients and provides diversified challenges and opportunities.

Question 4

What questions should a customer ask to hire the right service professional?

Accepted Answer

What are your strengths? How to you charge fees? What is your investment philosophy? What are your accreditations?

Question 5

What makes you the most reliable and trustworthy person for the job?

Accepted Answer

Straight forward and real life experience means we understand the same pressure, challenges our clients face day to day and we see clients as family thus ensure every recommendation is in their best interest.

Question 6

Why should a customer hire you over another service provider?

Accepted Answer

We provide a pro-active, strategic and value for money service supported by technically strong advisers and technology that ensures the best client experience and delivery.

Question 7

What are the typical things that you need to know before you can provide a quote to a customer?

Accepted Answer

We like to know the services the client is looking for, their budget, their financial situation and their location.

Question 8

How can a customer save money before you start the work? Please give 3 tips

Accepted Answer

1. Provide and present as much source documents/information as possible 2. Take ownership of your financial goals and be pro-active in achieving them 3. Engage with us regular to ensure any decisions made are in your best interest

Question 9

Are there any special offers you would like to offer to Oneflare customers?

Accepted Answer

For a limited time, we are offering a free and no-obligation initial 30 minute consultation in our office to all new clients referred via Oneflare.

Question 10

What makes your pricing competitive?

Accepted Answer

We offer different service packages dependent on the level of services, consultations and ongoing management required.

Question 11

How do you normally charge for your service?

Accepted Answer

We charge clients based on fee for service which tailors value and services to the clients needs.

Question 12

Is there a particular aspect of your trade or industry that you specialise in?

Accepted Answer

Superannuation Self Managed Superannuation Funds Risk Protection - Life Insurance Investment Management CashFlow Budget and Management Estate Planning Aged Care Planning Retirement Planning Taxation Strategies

Question 13

What experience, skills, qualifications or training do you have to make you the right person for the job?

Accepted Answer

I am a Chartered Accountant and completed a Diploma in Financial Planning. I have completed a SMSF specialist RG146 course. However most importantly I have an array of business experiences both in Australia and UAE (Dubai) which holds me well to analyse information and make strategic decisions in a timely manner with my client's best interest always a priority.

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