|Name||Lisa Watzek CFP®|
|Address||SHOP 1 21 WATERLOO ST
Cleveland, QLD 4163
|Mobile||0438 150 465|
I have spent over 19 years in the financial planning industry. I commenced my career as a client services officer in 1998. Over this time I worked my way through the industry from paraplanning to Financial Planner. Eventually opening my own practice in 2007.
I believe that financial planning is like a diamond. Where a diamond has many different facets which determine its brilliance, financial planning has different dimensions for which various financial planning strategies can be applied to assist clients in clearly defining their financial and personal objectives they wish to achieve over their lifetime.
The following is an outline of the types of strategy advice I can provide:
• Guidance on budgeting and goal setting.
• Savings and wealth creation strategies.
• Investment planning.
• Superannuation planning.
• Pre-retirement planning.
• Retirement planning.
• Centrelink planning.
• Aged Care planning.
• Estate Planning considerations.
• Self-Managed Superannuation Funds.
My style of financial planning focuses on a lifetime relationship with my clients, which starts with helping you to define your goals, develop a game plan to achieve them, track your progress along the way, and recommend changes where needed.
I have always worked in a ‘fee for service’ practice and strongly embrace this principle within my practice.
The initial consultation is no cost or obligation. This gives us an opportunity to consider how we may be able to add value to your financial situation and allows you to see how our services could help you and whether you would like us to assist you further. At the end of this meeting, I will explain our Terms of Business.
The Terms of Business will set out a fixed quote for the initial and ongoing fees in relation to Financial Planning Advice provided by our office.
The fees charged for our advice may be based on a:
• set dollar amount; or
• percentage of funds under advice; or
• combination of both.