Introducing The Your Family CFO Second Opinion Service
Do you have a current financial plan, but seek reassurance you are on the right track?
Are you concerned your financial plan has not been updated for recent legislative changes?
Do you understand the total cost of managing your financial affairs?
(including fees paid to your adviser, commissions paid by product providers and your explicit/implicit investment costs)
One of the most valuable services we offer at Your Family CFO is our financial planning second opinion service.
This service is for people who have previously had a financial plan prepared but want to get a second opinion about the advice provided and the costs associated with their financial plan. The ultimate aim is to provide you with peace of mind that the advice you have received is right for your circumstances and in your best interests. We can help you to understand the total costs associated with your advice and any product recommendations.
What Is The Process For The Your Family CFO Second Opinion Service?
Firstly, we will arrange a complimentary meeting to have a conversation about your values, your goals, your concerns and expectations of your financial adviser. We will introduce you to our privately owned business, Your Family CFO, and explain what we stand for as financial advisers
If we agree there is a basis for us to work together, we will provide you with a written second opinion on your current financial position and direction, and meet to give you a clear understanding of what we have found. It is possible that we will give you peace of mind that you are on track with your current adviser, or perhaps suggest some simple improvements that could be made. Alternatively, we may provide you with a proposal on how we can offer you a better outcome for your wealth management.
If You Would Like A Second Opinion….
It is our job to turn complexity into clarity and confusion into confidence, so if you would like a second opinion, please call 0401 306 787 or email us on enquiry@nullyourfamilycfo.melbourne.
Please visit our website for more information about Your Family CFO – https://www.yourfamilycfo.melbourne
