Welcome to the Questions and Answers page. Here we have compiled a list of regularly asked questions along with short straight forward answers.
For more indepth answers to your questions feel free to contact us for a face to face meeting.
Our initial consultation is cost and obligation free. We assess your current situation and if we are able to help, we will then quote you the cost to proceed to the next step and give you a written advice.
Check out “Our Process” for further information.
You are welcome to come and meet us at our offices (we have a great beverage selection!). Equally, we are more than willing to come and meet you at your convenience.. Oh, and we work long hours too!
Click to arrange a meeting with Sami L Advisory and start planning your future financial security.
Easy. Take the “free 5 minute free financial healthcheck” located on the Home page. We will assess your answers and tell you whether you need further diagnosis!
No. Whilst we can offer a one-stop-shop type solution for a client, you have no obligation to use other services but the ones you feel comfortable with.
We are bound by the Privacy Act, therefore the information you relay to us will be kept confidential and will not be shared for any other purposes but to implement your financial plan (e.g. if you instruct us to go to market to source a product on your behalf).
No. As financial advisers, we only give you advice and can subsequently facilitate the implementation of this advice by way of finding the most suitable solution on the market.
We are authorized through Synchron AFS Licence 243313 for Financial Services Advice. Synchron is Australia’s largest independently owned adviser group, and they have a reputation to keep. Any product recommended through Synchron undertakes significant research and due diligence before making it to their Approved Product List (APL). Sami L Advisory can not recommend products outside of Synchron’s APL.
Yes, our advisers possess considerable experience as well as necessary qualifications to assess the suitability of an SMSF for a client, and can provide you with a concise written advice on all aspects of an SMSF including a fit investment strategy.
We are able to assess the feasibility of the “strategy” based on your cashflow situation, wealth creation needs and debt position. Whilst we are not able to source a property for you, we have connections with national real estate agents who we can refer you to.
No, we don’t specialize in accounting, but we can recommend a good accountant or two your way. We can however give you some tax advice through your financial plan; Sami L Advisory is a registered member with the Tax Practitioners Board as a tax (financial) adviser 25175918.