Fiducian Financial Services is a professional financial planning organisation offering a full range of quality advice on financial products. The principal, Shane Pinkerton, is a fully accredited financial adviser with experience of over 15 years in the financial services industry. Shane specialises in wealth enhancement, superannuation, retirement planning, Centrelink advice, managed funds, gearing, debt and mortgage reduction and self managed superannuation funds. We have a 3 stage financial planning process. This involves an initial consultation, a presentation interview and an implementation interview.
Stage 1 involves an initial free of obligation appointment to discuss your position and your goals and objectives. Prior to this appointment we send you some information about Fiducian and two questionnaires to gather information about you, your goals and objectives. This assists us in recommending the most appropriate investment strategy and products to achieve your objectives. At the appointment we run through different ideas to help decide what you will be comfortable with as an investment strategy allowing us to develop the direction of the plan for presentation.
Stage 2 is a follow up appointment to run through your tailored investment strategy. During this appointment Shane explains the process Fiducian uses to achieve the desired outcomes of the investments placed and estimates items such as your tax position, cash-flow position, Centrelink benefits and fee structures to allow you to comfortably proceed with recommendations. This appointment allows the strategy to be fine tuned ensuring the full suitability of the advice and appropriateness to you and your individual situation. Following the 2nd appointment we construct a detailed statement of advice outlining the investment strategy and recommendations in writing for you to consider.
Stage 3 is implementation of the investment strategy. This is where you sit back and we do all the work.
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178 Brunker Rd, Adamstown, NSW, 2289
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