You will have plenty of time to ask questions. We will make the, sometimes complex, financial advice topics easy to understand, by using simple language and visual aids where possible. We make you a promise that we will always welcome questions and encourage our clients to reconfirm strategies or concepts with us as many times as they like. In fact, we love it when our clients reconfirm thing as this shows us they are engaged in the process!
We spend between 60-90 minutes discussing your personal circumstances, financial and lifestyle goals. We complete a detailed fact find document that allows us to start our research and strategy development. During this meeting we help you to formulate your core financial goals and priorities these.
In our very first episode of The Wealth Guide Podcast, we’ve got our four team members from Ryker Capital, Ray Regmi, Dean Desoukey, Jasmin Loke, and Ricky Regmi, to share their expert insights on all things superannuation.
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