Our Services.
Estate planning, wealth structuring, and taxation planning services are provided in consultation with your accountant and solicitor where appropriate.
Our advice philosophy
We know each client is different. They may be at different stages of their life, have different lifestyle goals, with different preferences, personalities and comfort levels. Because of this, we tailor our advice based upon each client’s particular needs.
But we don’t just say it, we do it. We wont force a square peg in a round hole and pretend it’s the right outcome. We are an advice-based business; we understand our clients’ individual position, goals, and preferences and provide solutions based on their needs and circumstances.
We bring in other professionals to assist in providing comprehensive and complete advice where needed. This could include specific advice in relation to estate planning, taxation, Centrelink and other specialist areas. We stay in the loop to make sure things are coordinated.
At Forty Fifty, our advisors are authorised by 108 Tamar Pty Ltd (AFSL) to provide financial advice in relation to:
The advice process
Our advice will depend on the needs and complexity of each client, but will usually include the following:
Initial meeting
this is an opportunity to discuss your situation, identify areas where professional advice could benefit you, and understand your goals and objectives. We’ll also introduce our services and how we can help.
Gathering information
we will take a deep dive into your needs and circumstances, collecting and verifying essential details. This will help us provide personalised advice, such as Statement of Advice (SOA) and Record of Advice (ROA).
Developing a strategy
using the information we have gathered, we craft a tailored plan to help you achieve your objectives. This step may involve additional discussions to refine and incorporate your feedback.
Presenting the plan
we meet with you through our recommendations and analysis. Depending on the complexity, this could be a comprehensive SOA or a series of targeted documents addressing different priorities.
Implementation
once you are comfortable with the plan, we assist in putting the advice into action.
Ongoing review
to keep you on track, we offer ongoing advice, regular reviews, and updated to ensure your strategy evolves with your needs.