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What You Are Paying For


​"Good advice is money well spent”

When you buy professional financial advice you are paying for:

  •  Expertise delivered by your financial planner (supported by their tertiary, professional and industry based qualifications).
  • Their time invested considering, researching and designing strategies that are relevant to your circumstances.
  • Access to a Trusted Adviser to help you make smart choices with your money and service your ongoing requirements.
  • The cost associated with developing your financial advice in accordance with all compliance and regulatory obligations.
  • The value added through financial strategies (strategic advice) that would otherwise not be available without advice.
  • The production of a well structured plan (Statement of Advice) that allows you to make an informed decision about your financial future that fit your goals and dreams.
© Copyright 2012 - Mackett Wealth Pty Ltd (T/A Tandem Wealth)
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Licensee
​
Mackett Wealth Pty Ltd (T/A Tandem Wealth) ABN 11 655 390 293 is a Corporate Authorised Representative (No. 1294353) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969.
​Australian Financial Services Licence No. 223135.

Capstone Financial Planning Pty Ltd
Level 1, 607 Bourke Street, Melbourne VIC 3000
Phone: 1300 306 900 | Email: [email protected]
www.capstonefp.com.au

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Contact Us

0468 444 861
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Location

Unit 1, 104 Pacific Street
Toowoon Bay NSW 2261
Australia
(Entry via Bay Road)
  • Home
  • How We Can Help
    • Financial Advice
    • Benefits of Advice
    • Plan your Financial Future
    • The Advice Process
    • What are you Paying for
  • What to Expect
  • Contact
  • Client Login