Fee and value of advice
Three key question you should be asking yourself are "Why do I need advice", 'What do I get?' in regards to that advice and 'What will I pay for it?'.
Why do I need advice?
The finance industry is a complicated and fast changing one. While many are tempted to do their own finances there are many potential pitfalls. Most sensible people would seek a doctor when worried about their physical health, or a lawyer in the case of legal difficulties. So too in finance - it takes a highly trained and experienced professional to achieve the best outcome for your financial circumstances.
Good advice is worth paying for
Our clients recognise that there is no cookie-cutter formula for financial success. They recognise that a long-term, customised and personalised strategy devised by an expert adds significant value to their net wealth and to their lifestyle. In return, we recognise that our clients demand and indeed should expect to receive a clear understanding of the fees they will pay for that advice.
Our advice covers a broad range of areas
We add the most value for our clients via the advice we provide across a broad array of issues. These include goal setting, tax optimisation, social security, portfolio construction, asset allocation, risk analysis, estate planning and risk protection. Finally, and probably least of all, product selection. As Quantum is not connected to, or owned by, any bank or fund manager, you can have faith that our advisors will devise a plan best suited for your circumstances.
Ongoing advice
Quantum's ongoing advice service is our major strength. We regularly monitor each clients portfolio to ensure the portfolio's risk and return profile best suits the clients circumstances, the prevailing economic circumstances and our view of potential opportunities.
Advice fees - we give you the choice
We are upfront and open about our fees - you will face no surprises. We will notify you of the charge for preparing you a comprehensive financial plan before you make any commitment. We charge you no entry fees, no exit fees and no switching fees.
Ongoing service fees - again, we give you the choice
Once we provide you with your financial plan, you then can choose to select our ongoing advice service under which we will monitor your investments, your circumstances and the economic conditions on an ongoing basis. We will provide you with advice on any changes required. Quantum charges you NO commissions on your investments. Quantum charges you no entry fees, no exit fees and no switching fees. If we do not believe we can add value in your situation above and beyond the fees we charge you, we will tell you this up front. We only ever want to provide a service for our clients in which they receive value for money.
Our clients measure our service on our results
In our experience, our long term customers are happy ones, confident in the services we provide and results that we gain for them. We are firm believers in ensuring that you always control the way you pay for the financial advice that you gain value from. At Quantum, the client is in the driving seat – the choice is always theirs
Request an appointment
For an obligation free meeting with an experienced Quantum Wealth Advisor, call today on (02) 8084 0453 or email us.