FAQ

An initial meetup is a good idea for several reasons:-

 

• to find out if we are a good fit for each other;
• to allow us to find out about you, your dreams & goals and what is keeping you awake at night;
• to allow us to run a financial ‘checkup’ on your personal or business affairs; and
• to explain how we work with you and what that investment in your financial future will be.

Whilst it is always difficult to end a relationship in person, we can do this for you as we are required by the ethics of our professional associations to contact the previous advisor to inform them of the change.

Also, it makes for a smoother transition if you have all fees owed to your current advisor paid and up to date.

Our fees will be fixed with you up front before we commence any work (including all telephone calls & email responses) and will remain fixed for that particular service UNLESS “something out of left field” arises which changes the nature of the work we agreed to do.

Should this situation occur, we will notify you immediately and issue a ‘Change Order’ for that variation.

We appreciate the fact that the majority of our customers pay their fees promptly by direct debit. Apart from allowing us to pay our bills, it also ensures that we can provide you with the most efficient service possible.

We promise you awesome service, the best tax savings legally possible, business advice & tips that work and of course … great coffee or tea! We know our work and systems are of the highest standard because we are continually attending courses, conferences and seminars and re-investing in the latest technology.

In the unlikely event that you are less than delighted with the service or quality of the work performed, we will re-visit it with you to ensure that you are totally delighted – 100% Guaranteed!

 

 

We will work with you to find out what it is that you require to cover off on all of your compliance requirements firstly, then we will start to drill down with you to see the important aspects that you require to maintain and improve your lifestyle such as:

* designing an asset protection strategy from the outset to safeguard against potential claims on your hard earned and accumulating assets;

* reviewing and implementing appropriate insurance cover to protect your income, family, business and hard earnedassets;

* putting in place a robust estate plan to ensure that your estate goes to the beneficiaries you want and control of your estate is given to the person who will carry out your wishes;

* conducting a tax planning meeting at least annually to make sure that all appropriate tax deductions are explored and implemented where cash flow permits;

*  constructing a retirement strategy using superannuation, including SMSF’s, as the investment vehicle to launch into wealth creation;

*  reviewing your existing home/investment loans with a view to maximising the use of what you own in the property (equity) to create income that can then pay down the personal and non-deductible portion of the mortgage (debt) using debt-recycling strategies.

* conduct an analysis of your current business practices with a view to systemise those aspects that can be delegated to someone else to free up your time to work on growing your business with customer acquisition and retention strategies.

So depending upon what we agree to do, your Fixed Fee package will include some, most or all of these services.

If you have internet access you can access Ceebeks Business Solutions at a time that suits us both.

Not sure how to do this?

We can help you navigate the technology to ensure a successful connection!