Aldus Financial Services Pty Ltd (Aldus) provides high-quality financial advice to all our clients. To help us provide this high level of service, we take the time to get to know you. The first step is to understand your goals, aspirations and current financial situation. If you are seeking limited financial advice on a single issue, we’ll ask as much as is necessary to fulfil your objectives. However, if you want a detailed financial plan, we’ll conduct a more in-depth analysis of your financial goals, attitude to risk and present financial position – including your income, assets, investments and liabilities.
Before undertaking any work, we will clearly explain the various steps involved in the financial planning process, as well as our fees and charges. We’ll also take the time to answer all your questions. If you are happy to proceed, we will then begin working on a plan for you. When our advice involves recommending financial products, we will set out in writing our reasons for suggesting those products so you can ensure you are happy with our recommendations before proceeding.