Nearly all financial planning businesses claim that their clients' needs are their number one priority. Unfortunately, the recent Royal Commission found this is not always the case. Red Door Financial Planning not only claims that our advice is in your best interests; the business is actually structured to enable the delivery of quality advice focused only on your needs and desires.
We refuse to accept commissions or incentives from investment companies, super companies, or insurance companies, so you can be confident you are dealing with an adviser, not a salesperson in disguise. If we do recommend any good quality, low cost products; you retain full control of your money. We have no access to your savings.
We refuse to accept commissions or incentives from investment companies, super companies, or insurance companies, so you can be confident you are dealing with an adviser, not a salesperson in disguise. If we do recommend any good quality, low cost products; you retain full control of your money. We have no access to your savings.
Services
If, after our phone conversation, we think we can help, we will arrange a meeting. At this meeting we'll identify what you are trying to achieve. We'll cover your situation in more depth and gather detailed information on your finances.
After our initial meeting, and before we begin your work, you will be given a detailed quote outlining the applicable fees and work involved; so there are no unwelcome surprises and you can make an informed decision as to whether to proceed with the advice process.If you decide to proceed, we will conduct a thorough analysis of all aspects of your financial situation.
After our initial meeting, and before we begin your work, you will be given a detailed quote outlining the applicable fees and work involved; so there are no unwelcome surprises and you can make an informed decision as to whether to proceed with the advice process.If you decide to proceed, we will conduct a thorough analysis of all aspects of your financial situation.
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