It’s your life pathway and we can be there alongside of you offering the financial assistance you'll need
A Commonsense Chat
It all starts with our first meeting and the support continues from there. Remember take your time and enjoy the opportunity, we’d like you to be very comfortable with us and how we do business with you. We will fully explain our services and our fees. Poynter Hargraves can help you determine the right path on your financial journey by assisting to clarify your fiscal position, provide planning strategies and by offering a range of other benefits available through a broad suite of services and right product choices. We are all about customising your finance and providing superior technical knowledge.
Life Changes
We know that you have a lot of responsibilities in life, our responsibility is to understand your lifestyle choices and help you create your own ‘freedom strategy'. That's why we have an ongoing service proposition where we review our clients portfolio's on a continuing basis and determine times to sit down with you and evaluate your changing lifestyle and priorities. At Poynter Hargraves we know that life changes and so do your needs and wants, so we're very good at listening too!
No Financial Blues!
No-one wants the financial blues, that's why we make financial planning easy to understand and easy to implement. Part of the joy of our business is helping you with yours, so we'll be around for the long haul, whenever and wherever you need help. The team at Poynter Hargraves possesses an understanding of the key concepts that can be applied in day to day business activities. We offer the knowledge gained from technical specialists who provide the latest data and developments. Our belief is that with sound advice, you can control your future prosperity. The services we offer are comprehensive and our ability to offer independent, personalised and value- added advice is second to none.
Poynter Hargraves Financial Consultants Pty Ltd provides advisory services relating to;
- Mortgage Protection
- Income Protection
- Trauma & Life Insurance
- Business Succession Planning
- Superannuation
- Investment Advice
In addition we can offer ongoing monitoring and review service for investment portfolios or life insurance programs, even the latest financial product advice.
Sometimes Things Just Happen
Call it luck, Karma or bad-timing sometimes things happen to make your world start spinning out of control. Trauma through injury, illness, maintaining mortgage payments, unexpected medical expenses, income anxiety or business expense worries. Now you can still be a glass half-full' type of person by having a plan and being prepared for any sort of downturn that could overwhelm you.
We Can Help You Back Yourself!
Our financial planners understand the importance of personal risk protection and can advise you on the simplest and most effective way of safeguarding your life, your lifestyle and the ones you love. We have access to a wide range of insurance products that will meet your needs.
The Freedom Strategy
Where ever you are at your life-stage, you're looking for freedom, whether it's freedom of choice or freedom from worry. Our range of insurances provides both. We'll help you better manage your finances so that you have the ability to make choices, that's our ‘freedom strategy'. Insurance is something to help you achieve that freedom and insurance advice is something else that we're very good at.
Good Living-Wealth Advice
We believe the relationship between you and your financial adviser should be for the long-term, so our first meeting is a good chance for you to feel at ease with us and what we can offer you. At no cost and no obligation we explain the financial planning process, as well as provide a complete explanation of our fees. We explain what you can expect from us as we assess how we can improve your current financial position.
This provides you with an informed platform of knowledge and will help you determine your immediate plan of action.
The correct financial advice now will influence how you generate income in the future and your future wellbeing.
“I believe in enriching your life through informed decision making, from timely recommendations you can trust, with a real-world action plan. I believe this is a time of opportunity!”
Stephen Small CEO Poynter Hargraves Financial Consultants Pty Ltd
More Good Living
The next stage of advice would be an engagement to prepare a comprehensive Statement of Advice and strategy. A wide-ranging document outlining recommendations, any proposed investments and the associated costs. This text offers the building blocks for us to work together in the future whilst providing you with the most informed and up-to-date financial advice.
Professional Fees and Me
Plan your initial consultation now, after all, it's free of charge and this provides us with an opportunity to examine your individual situation. It's from this meeting that we will provide you with a likely course of action that can be undertaken should you wish us to proceed. Remember, there's no obligation. A fee suitable to the amount of work involved in developing your future financial strategy will be quoted to you by the conclusion of this first meeting. This quoted figure will not be exceeded, leaving you with no doubt as to the actual cost of achieving your financial goal.
Between You and Me
Poynter Hargraves Financial Consultants Pty Ltd is steadfast in the commitment to our client's well-being. We undertake an active privacy policy for all of our clients that guarantees the security and privacy of personal information.
