OUR SERVICES

HOLISTIC FINANCIAL PLANNING

Integrating financial planning services and other professional services, Les Mumme & Associates can offer you advice in the following areas:

• Superannuation Strategy


• Debt Management Advice


• Salary Packaging


• Insurance


• Investment Strategy


• Estate Planning


• Tax Planning


• Social Security


• Banking


• Retirement Income Streams


• Corporate Super


• Wealth Accumulation


• Mortgage Originating
  

ACHIEVING YOUR FINANCIAL GOALS

Les Mumme & Associates are committed to helping you obtain financial freedom, security and peace of mind.

1. First Contact

Your first interview will be an opportunity for you and your adviser to get to know each other. You and your adviser will establish your financial and lifestyle goals and the need for a financial adviser. Your first interview is free and should you decide to continue the "Holistic Planning Process" all relevant fees and charges will be discussed with you.

2. The Delivery of your Financial Plan

Your Financial Plan is a comprehensive document detailing our recommendations to help you achieve your financial and lifestyle goals. Your plan will clearly outline your adviser's recommendations, the reasons for the recommendations and how they will assist you in achieving your goals.

3. The Implementation Process

Once your adviser has discussed your plan in depth with you, and you are comfortable with the recommendations, your adviser will assist you in implementing the recommended strategies.

4. Regular Reviews

For your peace of mind and to ensure progress towards the achievement of your objectives, your adviser will review the performance of your portfolio. Should there be any significant changes to your circumstances or financial goal requirements, your adviser will assist you in changing or implementing new strategies.