Why do I need to see a financial planner?
There are experts that you see everyday. Your mechanic tunes up your car, your hairdresser checks your grooming and your local restaurant prepares your favourite meal. So why wouldn’t you speak to someone about getting your financial affairs organised?
While some things are easily sorted, financial advisers like Melinda Houghton and Tarik Oguz are experts and have the knowledge to help you find a smooth and easy path to reaching your financial goals.
How much does it cost to see a financial adviser?
Our initial meeting is free of charge and at the end of this meeting we will fully explain to you the costs going forward – obviously, these costs are different for everyone depending on how much work is involved.
Should you decide appoint us at Houghton Strategic Solutions as your strategic financial planners, we’ll work with you on the journey of achieving your financial goals!
How do I choose the right financial adviser?
Have a look for an adviser who is a practitioner member of the Association of Financial Advisers (AFA), the Financial Planning Association (FPA) and you’ll be on the right track. Advisers with these industry affiliations have a code of ethics and professional conduct and are constantly keeping up-to-date with the latest industry news and regulations.
Do I need to be ‘rich’ to use a financial adviser?
At Houghton Strategic Solutions we give financial planning advice for real people. Young families, small business owners or workers preparing for retirement…whatever stage of life you’re at, no matter your income or assets, a good financial plan can give you peace of mind and a financial goal to aim for.
What financial advice can you help me with?
Our friendly team can help you with any financial issue, including estate planning, investment planning, retirement planning, superannuation rollover and small business advice. We also use and recommend affiliates such as accountants and legal services, so get in touch to discuss what information and advice you need.
I want more information.
Check out these links for more about financial planning, our recommended associates and the areas in which Houghton Strategic Solutions can help you!