Cook & Cook Financial Services believes in the difference advice can make to our clients whatever stage of life they are at. Getting the right advice from our expert team means you can be confident you are on track to achieving your goals and aspirations.
The first appointment is about getting to know each other and will be free of charge. Come with your financial goals and details of your income, superannuation, debts, assets, and insurances so we can work out how we can help you. If you decide to proceed to the next stage, we will discuss all fees and charges with you at this point. We will not charge you until you are happy with the advice given AND happy with fees negotiated.
We will present and explain our recommendations to you in a written document known as a Statement of Advice. This forms the basis of your financial plan. We will arrange an appointment with you to take you step by step through the plan, answer any questions you have, and make any modifications you require.
Once you give the go-ahead, together we will help you implement your chosen strategies. This may involve setting up investment or insurance products or us liaising with other professionals like your bank, accountant, or solicitor where necessary.
Your financial plan should not be a set and forget solution, but should be a living document that adapts to change. It is important you seek regular checks and let us know if your circumstances change. We recommend an annual review to ensure your plan continues to meet your needs.