Becoming a Client

The time comes for many families when they realise that it’s just too hard to try and win the battle against the big three money problems that they face:

Lack of certainty of where their money goes

Lack of knowledge of how to fix it

Lack of time to get everything together to solve it all

When this happens, it’s best to outsource to an expert that specialises in giving you the tools and resources needed so that you can stop worrying about money.

There are a variety of ways to partner with us in finding the answers but the most common way to meet with us is in a Discovery Session where we can discuss the money challenges you face.

In this meeting we’ll cover what your ultimate future looks like and also what your current financial reality looks like. We’ll discuss many areas of your financial life, answer as many questions as you’d like to ask and provide you with some guiding information for some possible ways forward.

From here we meet a second time for what we call a Mudmap session. This is a strategy meeting where we give you an informal discussion document that shows roughly what sort of strategies you could be putting in place.

Our third session is where we present our formal recommendations to you and get started putting it all in place.

To make your Discovery Session, click on the icon to book in directly with us or call the office on 1300 376 781.

CommonCents Financial Planning | P 1300 376 781 | E This email address is being protected from spambots. You need JavaScript enabled to view it.
CommonCents Financial Planning Pty Ltd ABN 15 167 774 361 Authorised Representative of GWM Adviser Services Limited ABN 96 002 071 749 trading as
MLC Financial Planning, Australian Financial Services Licensee, 105 – 153 Miller Street North Sydney NSW 2060
Commoncents Financial Planning
Address:
115 Herries Street
Toowoomba QLD 4350
Phone: 1300 376 781
Fax: 1300 376 791