Financial & Retirement Planning Services

A “one stop” solution to achieving your financial goals

 
3 Dimensions approach to financial planning is unique in that we utilise the expertise of a number of professionals to ensure that the appropriate expertise is available to you to implement our recommendations. We have established strategic alliances with a number of professionals in the financial services industry to ensure the utmost integrity, confidentiality and objectivity in the advice provided and through our coordination the respective professionals are fully informed, subject to your approval, of your circumstances and the nature of our recommendations. This has proven to be very efficient in both cost and time from your point of view and represents a fantastic opportunity for you to access a “one stop” solution in meeting your financial needs.

In providing you with financial planning advice we am not selling products but rather professional advice. Our remuneration for providing this advice is predominately based on fee for service and not on commission based income.

3 Dimensions Pty Ltd are;

 ·   Qualified chartered accountants and business advisers

 ·   Qualified tax specialists

 ·   Superannuation and retirement planning specialists

 ·   Combined 35 years experience in providing personal and business financial advice

Our Financial Planning Process

In requesting a financial plan it must be understood that the plan will be necessarily comprehensive to meet a number of key objectives;

·   The primary purpose of the plan is to inform you clearly and concisely exactly what is proposed and   recommended for you, so that you can reach a decision as to your financial future.

·   The carefully constructed plan also provides a logical basis in your mind for decision making.

·   In adopting a 15 step process in preparing your plan 3 Dimensions are in the best position, based on information provided, to ensure that no aspects of your financial circumstances are omitted from the plan.

·   The financial plan provides you with a clearly documented audit trail detailing the reason for the advice tendered as well as demonstrating full compliance with regulatory requirements.

The financial plan will illustrate;

 ·  3 Dimensions knowledge of your current personal financial circumstances

 ·  A reasonable basis for our recommendations

 ·   Full disclosure of our professional relationships with member of the strategic alliance including fees, charges and/or commissions

 ·   Cashflow projections made with stated assumptions; and

 ·   3 Dimensions ability to present the information in a clear and unambiguous way, and in a logical sequence.

As you can appreciate the financial planning process has to be comprehensive to ensure your objectives are met. The decision to undertake this process has life long ramifications and obtaining the right advice now could save you a significant amount of money and provide peace of mind for you, your children and their children.

Please do not view the financial planning process as a one off exercise, your plan will need to be reviewed on a regular basis, not only from the point of view of investment performance, but also if your personal circumstances change. One thing is for sure your personal circumstances will change as you proceed through the lifecycle, your objectives and priorities will change as you age and so should your financial plan.