Common questions we get asked?
Are you tied to any financial products? No, our product list is open and we focus on what best fits the needs, objectives and interests of our clients. We seek value, but define what that value is based on detailed discussions and collaboration with our clients to discover what is important to them.
How much does advice cost? Our service fees are competitive and capped. These will not be charged in your initial meeting with us, but will be clearly outlined if you choose to engage in our services. The fee is paid on a monthly basis and can be tax deductible, depending on your situation.
Like any service industry, you should only pay when you see value in the service. We aim to deliver on this service with outstanding value and commitment towards achieving your financial goals.
Common questions we ask our clients are?
Are you ready for retirement? Far too often we see people seek advice in regards to retirement, but through our meetings it is clear they fear the unknown. It is natural to feel this way and that understanding is what separates us from our competitors. We not only care about your financial well-being, but we also consider your choices in life in general and your feelings around this decision-making.
What does your ideal retirement look like? Many clients fear their life savings may not last their lifetime, and consequently, they hold back on spending plans and modify their dreams. We take the opposite approach and ensure goals are set upfront and sometimes offer a little nudge to achieve those bucket list items and experiences you desire. We pride ourselves in working collaboratively with clients, empowering you to feel confident about your decisions and supporting clients to stay on track to achieving their preferred lifestyle. While retirement will bring plenty of change into your life, including your spending patterns, there’s one thing you can’t get back and that’s time. So make the most of the present by exploring your future.
In an industry where information and strategies can be somewhat concealed or overwhelming, the aim of Next Chapter Retirement Solutions is to get back to the basics of providing good service and reliable advice in a trusting, professional environment. By taking a holistic approach to your future, we aim to provide peace of mind and longevity for your retirement goals by incorporating lifestyle, health and well-being into your future planning.
Hence, planning is the key to maximising your future financial success and this complex process is simplified with Next Chapter Retirement Solutions. So put us to the test with a no cost, no obligation appointment and write the story of your future, today. We are centrally located in Parramatta CBD catering to clients in the greater Sydney Metro Area and also have the added convenience of arranging meetings in a location nearest to you.