Tax advice – pay your Accountant

Mortgage advice – pay your Mortgage Broker

Finance Advice – pay your Banker

Insurance advice – pay your Insurance Broker

Estate Planning advice – pay your Lawyer

Investment advice – pay your stock broker

Yes of course you need to pay for some or all of these services if you are the man in the street.

Most people in their lifetime will take out a mortgage, purchase insurance or need an accountant for superannuation or tax advice. Traditionally fees for this advice can cost up to $400 per hour and more and due to having to pay each professional separately for their specific advice, the general public will only take this advice when they feel it is absolutely necessary.

Financial Advisers have traditionally charged fees way above this as they give financial advice in all of these areas costing clients up to $3,000 for a written strategic financial plan. Therefore the perception is that the general public cannot afford their own Financial Planner and perhaps will only pay a Lawyer or Accountant when absolutely necessary.

How does Financial Advice Online make financial advice affordable to the general public?

Simple.

Ask the client to furnish their information securely online through a Virtual Consultation. This saves the Financial Planner many, many hours of time usually spent with the client retrieving all the necessary information.

The time saving converts to fee charges not being invoiced to the client. The client will receive exactly the same advice that has traditionally been provided by Financial Planners but at a largely reduced fee.

By reviewing the client’s Virtual Consultation the Financial Planner can quickly and easily provide a comprehensive financial plan as all the information is at their fingertips.

What is a Virtual Consultation?

The client goes online to the secure Financial Advice Online website and supplies all the relevant information required for the Financial Planner to evaluate their financial situation to enable him to make clear and concise recommendations tailored to their specific situation.

The Virtual Consultation has been uniquely designed for the web and is specifically structured to make sure that no stone is left unturned and all the very important and relevant information is extracted from the client.

The Financial Planner can use this information to deliver the Statement of Strategic Advice to the client online and communicate via email on all the client’s queries.

Bingo –it’s a win / win situation!!

The Financial Planner doesn’t waste time collecting all the very important and relevant information from the client and by the client doing some of the work themselves by providing all their information online at a time that suits them, everyone wins!

Take a look here