Foothills Financial Planners Lilydale – About Us
Are you struggling to work out how to manage and plan your finances?
Our experienced financial planners can help you plan for tomorrow, today.
Foothills Financial Planners don’t just focus on what you need now – they will help you build, manage and preserve your wealth.
Your initial meeting with one of our experienced Financial Advisers in Lilydale (Melbourne eastern suburbs) is complimentary and free from commitment.
Your Financial Adviser will gather information on:
- your personal and financial situation,
- your goals and objectives,
- and your personal risk tolerance.
Foothills Financial Services in Lilydale has been operating since 2008. In March 2014, Foothills Financial Services obtained its own Australian Financial Services Licence (AFSL).
We’re not owned by a third party institution, which provides us with the freedom to determine the best solutions for our clients.
Foothills Financial Services, Lilydale is committed to always acting in your best interest.
We’re passionate about helping guide people through the complex financial world we live in.
Getting the right advice can make a difference to your personal situation – no matter what stage of life you’re at.
Our Financial Planners and Advisers are highly qualified and committed to ensuring we deliver the best advice to every client in every situation.
For a summary of the Financial Planning Services we provide, click here.
Our Advice Process
1. Initial Meeting
The initial meeting with one of our experienced Financial Advisers is complimentary and free from commitment. Your Financial Adviser will gather information on your personal and financial situation, your goals and objectives and your personal risk tolerance.
2. Identify Financial Issues and Develop Strategy
Following the initial consultation, your Financial Adviser will assess your financial situation and formulate some strategies to assist you in meeting your financial goals and objectives. For more complex scenarios, you may be required to meet with your Financial Adviser for a second meeting, for more in-depth discussions.
3. Statement of Advice
We will then prepare a written Financial Plan (Statement of Advice) which will contain detailed recommendations and strategies on how you can improve your financial situation and achieve your financial goals.
4. Implementation of Recommendations
Once you have reviewed our recommendations and agreed to proceed, we will assist you in implementing our recommendations. We will prepare all the necessary paperwork, ensuring the process is as simple and stress free for you as possible.
5. Ongoing Review
If you would like to receive ongoing Financial Advice, we will meet with you at least once per year to review your situation and assess how you are progressing towards your financial objectives. It’s our aim to build long term relationships with our clients, to assist them with achieving their financial goals, now and in the future.
To book a complimentary meeting with one of our Financial Advisers, please contact us here.