Financial Advising

When considering any form of investment it is important to consider how a new investment will impact on your current position, lifestyle and needs.

It is also essential to think about what you would like to achieve from your investment.

What investments best suit your needs?

What are your Risks?

Guardian Royal Financial Services
Australian Financial Services
License No. 294227
ABN 66 112 433 262

Services - Personal Budget Planning - Property Trust - Personal Wealth Creation - Improved Debt Management - Direct Investments - Self Managed (DIY) Superannuation - Gearing Strategies - Risk Management - Retirement Planning - Managed Business Investments - Insurance - Portfolio Management - Managed Funds - Equities

Full Financial Plan

Including: Current financial position, Investment recommendations, Implementation, On going reviews and monitoring.
Normally $3000 including GST.

Other Forms
3.2	Identification 100 points - What you need (0.1 mb)

CDQ - Client Data Questionnaire
4.1a	Financial Health Check (0.3 mb)	28-05-09
4.1b	Financial Health Check WA offices (0.6 mb)	21-10-09
4.2	Client Snapshot (0.3 mb) (Client to sign & send back GRFS)	21-10-09
4.3	File Note Memorandum (0.1 mb)
4.4	Limited Advice Questionnaire (0.4 mb) (Client to sign & send back GRFS)	09-04-09
4.5	Comprehensive Client Questionnaire (0.1 mb) (Client to sign & send back GRFS)
4.6	Service Agreement (0.1 mb) (Client to sign & send back GRFS)
4.7	Retirement Worksheet - Example (0.2 mb)
4.8	Retirement Worksheet - Form (0.2 mb)
4.9	Client Authorisation for Additional Information from other Institutions or Advisers (0.2 mb) (Client to sign & send back GRFS)	05-03-09
4.10	Working Paper Strategies & Products Considered in Initial Meeting (0.1 mb)	11-03-09
4.11	Transfer of Servicing Rights (0.1 mb)	05-03-09
4.12	The Most Common Investment Mistakes (0.2 mb)	21-10-09
4.13	Budget And Savings Worksheet (0.2 mb)	21-10-09
4.14	Goal Calculator (0.1 mb)	27-10-09

Financial Advising

Guardian Royal Financial Services Australian Financial Services License No. 294227 ABN 66 112 433 262

Full Financial Plan

Guardian Royal Financial Services
Australian Financial Services
License No. 294227
ABN 66 112 433 262