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Frequently Asked Questions
- Q: Are you qualified to give advice?
Absolutely. All our advisers are well trained qualified people. We hold an Australian Financial Services Licence issued by ASIC. Its number is 302318.
- Q: What are the benefits of receiving advice through you as opposed to one of the larger groups?
Being a boutique financial planning group we specialise in providing holistic advice that suits your individual needs. We do not choose products based on commissions but rather construct a strategy that reflects your goals and objectives. Products are a bi-product of this advice. We give our advice without influence from any large institutions.
- Q: How will I know how my portfolio or superannuation fund is tracking?
Depending on the Service Package you choose, portfolio reviews are conducted half yearly or with an annual review. You will also receive online or telephone access so you can monitor your investments/superannuation yourself at your own pace.
- Q: What sort of returns should I expect?
Returns on your portfolio depend on your risk profile and your goals and objectives. For a consultation to determine your goals, objectives and risk profile, please contact us.
- Q: Do you do fee-for-service advice or commission?
In the majority of cases we charge an initial and ongoing fee-for-service. However, in some instances clients with smaller balances may prefer to allow North West Financial Services to receive a commission (or entry fee) from a product provider. We would prefer the fee-for-service model as it reduces the perception of influence by a large institution.
- Q: Can you recommend direct shares?
Yes, our Australian Financial Services Licence allows us to recommend a wide range of financial products and services including but not limited to, direct shares, managed funds, warrants, superannuation products, self managed superannuation and insurance.
- Q: Where are you?
Shop 18A, 19 Main Street, Samford, QLD, 4520. Our contact number is 1300 881 223.
© 2007–2019 North West Financial Services (QLD) Pty Ltd. All Rights Reserved. ABN No.: 96 102 314 045
Australian Financial Services Licence No. 302318.
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