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To offer financial advice to the public in Australia a financial planner needs to have a licence or be authorised by a licencee. Financial Life Planners (FLP) is an authorised representative of Financial Wisdom holder of a Australian Financial Services Licence. This backing gives FLP a powerful network of support services, including active investment research resources, compliance support, technical support, ongoing educational support and professional development and access to a broad range of investment, superannuation and insurance products. All planners in FLP and associated planners are also authorised representatives of Financial Wisdom.
Financial Wisdom is a financial planning organisation that has built a reputation over its more than 15 year history for 'considered thinking' in offering financial advice. Financial Wisdom is part of the Commonwealth Bank Group and also a principal member of the Financial Planning Association of Australia (FPA), the recognised industry body of the financial planning industry.
Building Foundations for a Long Term Relationship
Financial Wisdom Financial Planners aim to firstly earn your trust and respect by displaying the very highest standards of honesty and professional ethics. Upon this foundation they are committed to providing advice that reflects both broad experience and strong educational standards.
We realise to fulfil your expectations our Financial Planners also need to understand your circumstances and aspirations. This means not only an ability to listen to your hopes and concerns, but also an open mindedness to your opinions and sensitivity to what you feel is important.
The Services Our Financial Planners Offer
A Financial Wisdom Financial Planner will recommend a comprehensive range of service offerings that address key aspects of your financial well-being and wealth creation. These services address the critical aspects of a holistic financial plan and provide you with opportunities that you may not have previously considered.
These services include:
Personal Investment
While everyone's goals are different, they all rely on short, medium and long term investment strategies to make them a reality. We can provide you with genuine opportunities to invest for real growth in net worth, through a range of carefully researched and selected savings and managed investment products. This gives you access to a comprehensive range of investments including managed funds and exposure to international and domestic equities, property, fixed interest and cash management investments.
Retirement Planning
A key goal in any financial plan is to retire in style! Financial Wisdom Financial Planners can give you the financial tools you need to build your retirement assets. The scope of their advice extends from the products and strategies that are appropriate for accumulating your retirement assets, through to maximising your retirement income stream by working within the current tax and social security guidelines.
Risk Management
Risk management is an important service that our Financial Planners can offer you, thereby ensuring that your financial and lifestyle security is not undermined by inadequate insurance to cater for emergencies.
A Charter of Ethics for Your Security
In any aspect of business and personal life where you employ a professional to provide advice, you need to be sure their standards and credentials are exemplary. If this is true of your legal, accounting and medical advisers, you should apply the same standards to your Financial Planner. Financial Wisdom's success and reputation has been enhanced by our endorsement of the Financial Planning Association's Code of Ethics. These standards include:
- Integrity - High standards of honesty and integrity in conducting business and in the provision of financial planning services.
- Objectivity - Disclosure to the client of any limitations on the ability to provide objective advice.
- Competence - Providing competent advice by maintaining necessary knowledge and skill.
- Fairness - Ensuring that all advice be fair and reasonable at all times.
- Diligence That Financial Planners act with due skill, care and diligence in the provision of advice.
- Professionalism - Adhering to the highest standards of professional conduct at all times.
- Confidentiality - Maintaining discretion and confidentiality in all clients' affairs.
- Compliance - That the Financial Planner conduct complies with the constitution of FPA, the FPA's regulations and professional standards.
Our success and reputation has been enhanced by our endorsement of these ethics and by our expectations for Financial Planners to uphold them within their own practices.
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