Our Financial Planning business (Empower Wealth Financial Services Pty Ltd) is a personal wealth advisory business, offering superior strategic advisory services to build, control, and distribute personal wealth.  Our  range of value add services encompasses all facets and options within the financial planning sector, from providing advice surrounding an investment product recommendation through to true strategic and visionary advisory services around building, implementing and managing a wealth plan for our clients.

Utilising and leveraging from the expertise and experience of our professionally qualified financial advisers, our strategic recommendations are aimed to meet your specific needs and/or long-term goals. 

Our Strategic Advice Process begins with a free, no obligation, initial consultation with one of our Financial Advisers. This meeting is designed to:

• Identify any immediate issues;
• Clarify your objectives;
• Identify your tolerance for risk; and
• Confirm how we can add value.

We believe in a fee for service approach to Financial Planning. As such, a formal Letter of Engagement outlining the service that is to be undertaken and an estimate of any fees that may be applicable will be issued prior to commencing any work. This will provide you with the certainty of the costs that may be incurred.

Our Strategic Advice will be contained in a report, a Statement of Advice, which will be prepared specifically for you. Our Financial Advisers will discuss the contents of the report with you in detail. The report will provide the follow:

• Detailed strategic and investment recommendations pertinent to your situation;
• Long term projections of your financial position; and
• Detail of our ongoing services and review process.

Once you agree to proceed with the recommendations we will implement all the recommendations and work with your accountant/lawyer in the process.

Every strategic financial plan, outlined within the Statement of Advice, will not be impervious to the effects of changes to your personal situation, the economic environment and legislation. Your strategic financial plan is an ever changing and dynamic document that needs to be reviewed and adjusted accordingly.

At Empower Wealth Financial Services the development of your Strategic Financial Plan is merely the beginning of a long journey. Our aim is to help you stay on track in order to achieve your lifestyle and financial goals. Furthermore, subject to your consent, we can align you and your goals with our other Empower Wealth businesses to encompass our ‘Wealth Advisory Board’ approach to manage your affairs.

Consequently, your Financial Advisor and the staff at Empower Wealth Financial Services are committed to:

• Provide you with an Annual Review, an audit of your financial and investment position;
• Providing you with regular updates via:
  • Quarterly Newsletters;
  • e-Alerts;
  • Discussion papers; and
  • Invitations to seminars.

 But most important of all, you will have full access to your Financial Advisor to discuss any matter that is of concern to you.

 Opportunities where Empower Wealth Financial Services can add significant value to your life and Wealth situation:

To discuss your possible opportunities for us to foster and build a trusted relationship with you to help us help you better manage your financial affairs, we encourage you to contact our financial planning division as ask to speak with an experienced and qualified professional today.  Call 9326 8900 or email enquiries@empowerwealth.com.au and tell us what financial planning service/s we are interesting in discussing.

Empower Wealth Financial Services Pty Ltd
ABN 61 144 731 644