Noosa Financial Planning Services

Noosa Financial Planning Services
Noosa Financial Planning Services
Financial Services-NOOSAVILLE, QLD
Financial Services-Noosaville, QLD
At Stratogen, we believe the value in our advice comes mainly in strategic thinking and structuring for clients - not from investment returns and not from products. Our staff are well qua..
1/ 22 Mary St, Noosaville, Qld, 4566.
1/ 22 Mary St, Noosaville, Qld, 4566.
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At Stratogen, we believe the value in our advice comes mainly in strategic thinking and structuring for clients - not from investment returns and not from products. Our staff are well qualified having invested many hours in self education, and having many years experience in working with clients to identify their needs and deliver advice.
Stratogen Financial Planning is part of the Stratogen Group which includes Stratogen Chartered Accountants, Stratogen Lending Solutions and Stratogen Financial Planning. In addition to these "inhouse" relationships, we also have relationships with other accounting firms on the Sunshine Coast and in Mount Isa that we visit and work with on a regular basis.

The business originally traded as Professional Investment Services, Noosa and was launched in 1992 by Peter McWilliam. Peter retired in 2006 after recruiting Rob O’Donnell to take the reins.

The business motto has always been “Commonsense Advice You Can Understand” and this continues to apply. Financial Planning and Investments are for the most part pretty straight forward so long as you can cut through the jargon that most people are prone to using. Working with accountants and business clients we see some pretty interesting things but at the end of the day it is important to understand what people want to achieve, put the right structures in place with the long term in mind and only then think about the investments and other products to deliver on those goals.

Our clients come from far and wide. We deal with local businesses, long time locals, retirees who've grown tired of dealing with a Sydney or Melbourne accountant and we give advice in a borad range of areas.

Many people assume that financial planners only give advice on investments. The role of a qualified professional financial planner is actually much broader and involves looking at all aspects of your lifestyle, goals and requirements and developing a financial strategy suitable for you. The recommended strategy should help you reach your financial goals effectively and efficiently.

We offer advice to our Sunshine Coast and Mount Isa clients in all of the following areas through our association with Professional Investment Services Pty Ltd.

Superannuation

Family / Self-Managed Superannuation Funds 
Superannuation Rollovers 
Superannuation Strategies 
Redundancy planning
Retirement Planning
 

Wealth Creation

Regular Savings Plans
Gearing Strategies
Financial Planning
Lifestyle Planning
Salary packaging
Budgeting Advice
Debt Management
 

Investments

Direct Equities advice
Investment Advice
Managed Funds
Tax Minimisation / planning
 

Risk Insurance

Personal Insurances
Business Wills
 

Wealth Preservation 

Estate Planning
Centrelink Entitlements
Aged Care Planning
 

GENERAL ADVICE WARNING

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services (PIS) Authorised Representative before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Professional Investment Services nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

All financial planning services are provided as Authorised Representatives of Professional Investment Services Pty Ltd ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951) under licence.

Before the end of your first appointment we will have a good idea of how complex your situation is and what work is required in providing you with advice. You will be provided an upfront quote of the cost to prepare your Statement of Advice and will be asked to sign a 'permission to proceed' form. (A discussion paper is sometimes necessary and is basically an exploration of issues identified with possible strategies for you to consider.) After discussion with you a formal Statement of Advice is prepared.

If you are happy with the course charted in our Statement of Advice there will be a fee to implement it. The implementation fee will generally be lower than the advice fees because it involves mainly administration work.

Hourly rates

In estimating and finalising the cost of doing work for you we look at the actual time spent on your file by the various people in our team. While an adviser always has responsibility for your advice, it is a reality that different people within our team will work on your file. This means that our senior staff can look after more clients effectively. It also means that you are being charged a lower rate for administrative and processing work. Our gst inclusive rates are below

Senior Financial Planner $275
Financial Planner $175
Para-Planner $125
Admin Manager $110
 

Over time we have been able to establish that the time involved in putting together say a “Transition to Retirement Strategy” is consistent from client to client. We have in these cases adopted set fees.

Commissions

Commissions are a hot topic in our industry at the moment and are essentially a product of how financial planning has evolved over time from insurance sales.  There are competing and very different views on the merits of commissions versus fees but the government has clearly indicated it would like to see all advisers move to a fee based model.

With this in mind we have shifted to a fee based model for all new clients. We have many existing clients who pay commissions to us, and choose to continue to do so.  As we see it, it is up to our clients to decide how they wish to pay us and it is up to us to clearly set out what our services are and why they are valuable to you.
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