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by listening and understanding your current financial position and how you visualise your perfect financial future. Then we tell you how we can help you achieve it. We also give you a transparent fee schedule for our range of services if you want to go ahead. You’re under no obligation to do so.
by gathering and analysing the research information crucial to designing your plan. Then we create your Statement of Advice (SOA).
at an in-depth presentation. We explain how your SOA outlines our recommended strategies and demonstrate how they meet your specific needs. We give you this blueprint to move forward on your own or we can implement it for you.
if you require us to do so. We implement your plan, and we liaise with your chosen superannuation fund and insurers.
by monitoring and reviewing your progress on a regular basis to ensure you’re on track to meet your goals. As government policies and external economic factors impact your success, we keep you up to date with the latest news and ensure you’re informed and agile when it comes to changing direction.
Tim Hayman : Authorised Representative No. 000411369 | PBM Financial Services Pty Ltd trading as FuturePoint Wealth Pty Ltd | ABN 68 161 652 133 | Corporate Authorised Representative No. 000456695
Adam Niewidok : Authorised Representative No. 000351533 | Basil Staniforth Pty Ltd trading as FuturePoint Wealth Pty Ltd | ABN 84 162 608 442 | Corporate Authorised Representative No. 000438087
Ciarán Davis : Authorised Representative No. 000451868 | Johnson Green Pty Ltd trading as FuturePoint Wealth Pty Ltd | ABN 16 165 846 560 | Corporate Authorised Representative No. 000451869
Matthew Staples : Authorised Representative No. 001271713 | Johnson Green Pty Ltd trading as FuturePoint Wealth Pty Ltd | ABN 16 165 846 560 | Corporate Authorised Representative No. 000451869
Andrew O’Riordan : Authorised Representative No. 001286054 | Johnson Green Pty Ltd trading as FuturePoint Wealth Pty Ltd | ABN 16 165 846 560 | Corporate Authorised Representative No. 000451869
This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.
Alliance Wealth Pty Ltd | ABN 93 161 647 007 | AFSL 449221 | www.centrepointalliance.com.au/fsg/