Achieving financial stability isn’t something you hope for, it’s something you plan for. It carries a different meaning to different people and so whatever defines it for you, we want to help get you there. We also recognise that stability and freedom doesn’t always present itself as a financial opportunity. Your objective or goal can also be aspirational which is why we plan to immerse ourselves in your story.
The expert financial planners at Quill want to purposefully plan and focus on your future, rather than on where you have been. Before addressing your finances, we focus on understanding the person/s in front of us. Whilst we need to understand your financial figures; accounting, income, wages and budget constraints and all that fun stuff, we really want to know about you. We want to listen to what is important to you. What are your goals and timeframes? When do you want to retire? How much will you need when you retire to fulfil your goals?
Our financial planning team focuses on your personal wealth rather than your business. Do you have kids? Do they attend private school? Are you planning on having more children? Is there a home renovation on the horizon? When do you want to retire? All these questions and more, paint an in-depth understanding of you. Whether it’s financial or personal, all of this information is going to help us plan your best possible future.
Quill Group Financial Planners is a fixed fee, value-based billing firm which means that you don’t have to be worried about coming to us for fear of what it will cost. In fact, it’s actually up to us to demonstrate to you that we are providing value for money for your scope of engagement. As a client of Quill, we agree on a fixed fee for a fixed period of time that allows you to engage with your advisor as often as you need to get the results you want. Our fee is generated on the level of time and complexity in dealing with your matters and outlined in detail with you, so you understand what you are paying for.
More often than not, you’re coming to us with an objective, so what you’re wanting to achieve is covered in your strategy. However, we recognise that sometimes an opportunity knocks, and clients do come to us proposing an area that is outside the scope of what they are currently engaging with us for. If that’s the case, we will always tell you before proceeding and provide an estimate to deliver that service.
Examples of scopes of engagement can include areas such as budgeting, debt management, credit management, education planning and investment management planning, and other more complex demands such as estate planning or family office.
The uniqueness of engaging with a multidisciplinary company such as Quill means that you have the added benefit of all of the divisions across Quill working together. This ensures that we consolidate all of your financial aspirations in one place, are all talking to each other, and working towards the one common goal. Our professional team enjoys building these client relationships to enable us to provide a truly holistic financial planning service tailored to your needs.
Our aim is to not only create wealth, but build on it and protect it. Plus, as Australia has no definitive retirement age, the date you exit the workforce will come down to personal circumstance. Your health, financial commitments and the ability to fund the lifestyle you want in retirement will play a huge part in the planning process. The most valuable element of financial planning is calculating when your goals can be achieved. If they can be achieved within your current means, we will advise accordingly and you can start working towards them straight away. If not, we can provide solutions and strategies to help you get there.
We are committed to building you a successful financial roadmap and have the in-house resources to advise you on your financial picture as a whole. Providing you a comprehensive, integrated financial plan allows you to take control of your situation and reduce the stress and worry by demonstrating how all the pieces of the puzzle fit together.
It can be said that financial planning has two sides; the hard data or financial figures, and the soft data meaning the vision and dreams. It’s our role to integrate the two sides and are well aware that deciding to share with us all your financial concerns and life aspirations can be a daunting and personal experience. As you develop your relationship with Quill you will see that there is no need for concern or reservation. As respected professionals within the financial services sector, we are trusted by many people spanning across all industries, all demographics and all ages. We are respectful with the confidential content we discuss with you and, as time goes on, Quill is committed to reviewing your situation to ensure that what we discuss today will still have relevance tomorrow.
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