We Know The Landscape…
Say hello and chat to us about your future
Ready to Start Investing In Your Future?
We are centrally located on the corner of Brisbane and George Streets, Launceston but in the meantime you can schedule a call with us or use our secure form and leave us a message.
Level 1 / 65 Brisbane Street, Launceston 7250, Tasmania
What is my initial meeting all about?
The initial meeting which you have with your Financial Streams adviser is at our cost, as it is important that we can help you and it also gives you an opportunity to consider whether you would like to work with us going forward. At the initial meeting we would normally have a general discussion about your needs, objectives and circumstances as well as answering any questions which you may have.
Are you upfront with your cost structure?
Financial Streams works on a fee for service basis, and we do not seek or retain any commission or any other form of renumeration from fund managers, investment suppliers or investment platform providers (other than personal insurance). Our advisers are not required to promote any particular investments or products from any provider allowing for our transparent fee for service structure with no entry or exit fees.
What are your costs like?
Financial Streams would normally prepare a Statement of Advice on your behalf which sets out in writing the strategic advice for you together with any investment or insurance recommendations. The fee for preparing the Statement of Advice will vary depending on the scope and complexity of the advice required. However as a general guide the fee for preparing a Statement of Advice together with the associated meetings would usually be between $2,200 and $6,600 depending on the circumstances
What is your fee structure for ongoing services?
The amount which you will pay on an ongoing basis will depend on your particular needs and circumstances. At Financial Streams we recognise that every client has individual needs and we will tailor the ongoing fee to suit your individual circumstances. Our minimum fee is $3,300 per annum. We will discuss this in detail at our meetings with you.
What is personal risk insurance?
Personal insurance is necessary for us all to consider and at Financial Streams we take great care to identify and recommend insurance that provides the best value for our clients in terms of cost and the terms of the policy
Get In Touch
Our team are here to help you at any stage of your financial journey. We would love to hear your story and see how we can help… Call us today (03) 6388 9224, or complete our secure contact form below.
Offering clear, strategic personal advice that is straight-forward yet specific to you and your future needs.
I am passionate about helping my clients make better decisions in regards to their money. By simplifying complex concepts and keeping my clients informed I am able to significantly increase the likelihood of them achieving their goals. I feel privileged to be a part of my client’s financial journey.
Contact my team to book in an obligation-free meeting today.
Authorised Representative of
Fortnum Private Wealth Ltd
Financial Streams and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd
ABN 54 139 889 535 AFSL 357306