The high value of money demands a clear blueprint of investments and other financial planning activities. Below are some of the questions our clients are mostly concerned about. No matter your financial status and wealth, feel free to contact us by clicking here if you can’t find the information you need.
What type of advice do you give?
We provide strategic financial solutions that will suit your needs and financial situation.
These include:
- ● Retirement Planning
- ● Personal and Corporate Superannuation
- ● Risk Analysis
- ● Portfolio Monitoring
- ● Negative Gearing
- ● Insurance Protection
- ● Debt Reduction
- ● Cash Flow Management
- ● Wealth Preservation Strategies
Who is my adviser and is he/she qualified?
Your adviser is an authorized and qualified representative of Matrix Planning Solutions, an Australian Financial Services Licensee of the Australian Securities and Investments Commission. Our advisers belong to the upper crust of financial planners in the industry. They actively involve themselves in training and conferences to possess high levels of knowledge and sensitivity in the finance and investment sectors.
How much will it cost me?
Think of our service as a long term investment with minimum capital. Our advice can help you to realise your goals in shorter time frames and give you the financial security that is vital for your future. Our initial consultations are FREE. If, after the initial meeting, you strongly agree with our vision and financial plan for you, we will draft a strategic report that will detail the reasonable fees for our beneficial service.
What are the risks involved?
The investments that we will suggest for you to avail will have varied risks involved. That is why it is important for both Collins Financial Group and you to identify what type of investor you are and your tolerance of risk. Investments may be diversified so that the returns will not be at a total loss if devaluation happens. Investments, portfolios, and diversification are broad topics that we will be happy to explain to you in detail personally.
I do not know anything about investments and I am not that financially fit, can you still help me?
Definitely, no matter how financially fit you are, there are investments and financial plans that can help you maximise your savings and be more in control of your finances. We do not expect our clients to become financial experts, we follow an educational approach when advising and supporting all our clients in their financial objectives. More so, if you are not in a favorable position when it comes to finances, the more you need our expert advice.
Remember, investing and asset management is not only limited to financial gurus and wealthy individuals.
What kind of information do you need from me and is it secured?
We maintain a record of your personal profile including your investment objectives, financial situation, and needs. You can also refer to this record to monitor your investment performance and align yourself with the objectives you set beforehand. We do not share your private information with third parties. You can count on our secure and confidential storage of your personal record. Click here to view our Privacy Policy.
What if I am not satisfied with your service?
You can contact your adviser anytime if you feel that we fall short of your expectations. Or, you can also directly contact Collins Financial Group at (07) 3327 9100 or send your complaint to the following address:
Collins Financial group
PO Box 308
TOONG BC QLD 4066
All concerns are carefully resolved by our group. If your complaint was not treated fairly, you have the right to complain to the Financial Industry Complaints Service Ltd (FICS) at PO Box 579, Collins Street West, Melbourne Vic 8007. Toll free telephone number: 1800 335 405.
