The Finance Boomer – Contact Us
Please contact us to arrange a talk. We’d love to help you to achieve your retirement goals.
Phone: 07 3821 7589
155 Smith Street
CLEVELAND QLD 4163
When you contact us we will arrange an appointment for you with The Finance Boomer, who will take you through this 4-step process:
- Establish your financial situation and identify your goals
During the first appointment we will gain an accurate picture of your income, expenses, assets and debts, and consider the direction you could take to achieve your short and long term goals.
- Customize a plan to your needs
When you choose to proceed, your adviser will prepare a personalised financial plan, called a Statement of Advice, with strategies to help you meet your financial goals.
- Implementation of your financial plan
Once you are satisfied with your customised plan, your adviser will manage the implementation of the plan, keeping you informed of the process along the way.
- Review your financial plan
Implementing your financial plan is just the beginning of your relationship with The Finance Boomer financial adviser. Keeping in touch with your adviser is essential because addressing changes to your personal circumstances, the economy or legislation will help you remain in control of your financial situation. The Finance Boomer recommends that people review their financial plan every 12 months
The first appointment
Your first appointment with the adviser will take from 30 minutes to 1 hour. This appointment is free of cost and obligation.
During the appointment we will get an understanding of your needs and how we can help you. If you choose to proceed to a written financial plan, your financial adviser will explain any fees and charges that apply.
You won’t need to have any specific documents on hand, but these are some of the things we are likely to discuss in your appointment:
- Your income, debts and investments, including superannuation
- Your current level of insurance
- The expectations you have for your financial situation and lifestyle in retirement; and
- We will address any questions you have.
We are a just few minutes drive from central Cleveland at the very end of Smith Street, opposite the Aveo Retirement Village.
Parking: Please park in the driveway.