Doubt your current financial plan - or just want some reassurance you're on the right track?
We believe that not all financial advisers are created equally.
While some maintain an absolute focus on the needs of their clients, the majority are doing the bidding of their licensee (a large financial institution) at the expense of their clients.
Despite having a financial adviser this second group of clients are often still confused, don’t fully understand their strategy, don’t understand how their investments work and don’t have a full picture on the fees they pay.
This is the genesis for our Second Opinion Service. If you’re not sure where you’re heading with your current financial adviser, we will take you through our discovery process that enables you to understand what we stand for as financial advisers, while we have a conversation about your values, your goals, your concerns and the expectations of your financial adviser.
And as one of only six certified fiduciary financial advisors in Australia, you can be assured we will prudently assess your direction and circumstances for a better outcome.
If we agree there is a basis for us to work together, we will provide you with a written second opinion on your current financial position and direction, while also getting together for a meeting where we can give you a clear understanding of what we have found.
It’s possible we will say you’re currently on track with your current adviser, maybe with some simple improvements that could be made. Alternatively we might provide a proposal on how we can offer you a better outcome for your wealth management.
It’s our job to turn complexity into clarity and confusion into confidence, so if you’d like a second opinion, call 6440 3555, visit us at Level 1, 41 Mount Street, Burnie or fill in the contact form below.
Please understand we are a holistic wealth manager and offer integrated financial plans and ongoing portfolio management. We do not offer one off advice on debt or investment properties.
Level 1, 41 Mount Street,
Burnie, Tasmania, 7320
16 Rutledge Street,
Bungendore, NSW, 2621
03 6440 3555
Mancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253.
This website is for informational purposes only and the information contained is of a general nature and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if particular strategies and products are right for you. MFG has professional financial advisers in Burnie & financial advisers in Canberra if you are seeking advice. In all instances where information is based on historical performance, it is important to understand this is not a reliable indicator of future performance. You should not rely on any material on this website to make investment decisions and should seek professional advice. Notwithstanding our GAIA membership, MFG does not claim to be independent under section 923 of the Corporations Act.
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