Wealth Technology Financial Planning in Burleigh Heads can help you with the financial planning process.
During the financial planning process we will give you:
- A Financial Services Guide, which outlines who we are, what we can advise on and how we are paid.
- A written Statement of Advice that outlines the relevant information that you have provided, the advice you have been given and why it is suitable for you (along with how we get paid and any other benefits we may receive).
- A Product Disclosure Statement – if we recommend a financial product. The Product Disclosure Statement gives you information about the product features, fees that apply, any adviser commission, benefits and risks of investing and what to do if you have a complaint.
Remember, it’s important to keep these documents in case you need them in the future.
For more information about what you will receive during the financial planning process phone Wealth Technology Financial Planning in Burleigh Heads on Phone: 07 5535 7474.
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