We offer a complimentary introductory consultation to get to know you, and introduce ourselves to you and/or your family:
Fact Find Consultation
At this meeting we will identify your financial goals and needs, analyse your situation and research a range of options applicable to yourself. We will also complete a Risk Profile Questionnaire, in order to determine your appetite for investment risk.
Statement of Advice (SoA) Presentation & Discussion
At this meeting we will provide you with a comprehensive written Statement of Advice (SoA), detailing our recommendations, as well as how they will address your financial goals and needs. The SoA will also contain a schedule of all relevant fees and charges as a result of our recommendations, as well as the relevant Product Disclosure Statements (PDSs).
Should you wish to proceed with the advice as detailed in the SoA, following the completion of the required documentation, we will then proceed to implement your Financial Plan. Following implementation, we will provide you with an updated schedule of your investments and other details.
Ongoing Review Process
We offer regular reviews and updates to your Financial Plan as your current circumstances and the economic environment change, to ensure that your Financial Plan remains on track to achieve your goals. We build a relationship with our clients, and are available on an ongoing basis for any ad-hoc enquiries or general questions.
What do I need to bring to my initial appointment?
The main purpose of your first appointment is to establish why you are seeking financial advice, what your goals are and what you expect from us. Once the Fact Find Consultation has been booked in, you will receive an email confirmation from our office detailing what information we will require for the meeting. To assist us, we ask that you bring in as many of those documents as possible.
How long is the initial appointment?
Please allow at least one hour. During this meeting we will address your goals and objectives, current financial position and personal situation. This meeting will form the basis of our knowledge regarding your personal circumstances, and it is an opportunity for us to get to know you and you to assess whether we offer the services you required.
What costs are involved?
MK Wealth Solutions offers a free of charge initial appointment in order to determine your circumstances and needs to see how we can be of assistance to you. If you decide to proceed, we will prepare a Statement of Advice which will clearly set out all fees and charges payable for our service.
Ongoing annual costs differ from person to person, depending on the complexity of your situation and the services you will require.
Can you set up Self-Managed Super Funds and assist me with the ongoing management?
Yes, we provide a specialist SMSF service offering, in terms of both the initial set up and annual compliance. We also offer advice on retail / industry superannuation platforms should a Self-Managed Super Fund not be a viable option.
Do you provide accounting / bookkeeping services?
No. We can, however, provide a referral to an accountant/bookkeeper if you do not have one. We are also able to liaise with your current accountant/bookkeeper if needed.
Are you able to assist with Centrelink benefit estimates?
No. Unfortunately we do not specialise in this area. We are, however, able to refer you to someone that does.