Manage your money better. Financial Planning

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1 Manage your money better. Financial Planning

2 The biggest regret we hear from our clients is that they didn t start this earlier

3 Over the years we have helped thousands of Queenslanders achieve greater financial success. The biggest regret we hear from our clients is that they didn t start this earlier. The reason is straight forward. The earlier in life you set out towards your financial goals, the easier it is to attain them. In fact many people are surprised at how big an impact a good financial plan can make in boosting their financial future, and how small an impact it can make on their lifestyle now.

4 Give yourself a significant financial advantage.

5 The right financial plan can make a huge difference to your financial future. It will provide you with the strategy to achieve the financial success and security you want, and a strategy to deal with problems such as a loss of income should they arise. Designing a financial plan can seem complex, but it shouldn t be mysterious. We share our knowledge with you so you understand the different options and financial impact of each decision.

6 Three steps to create your wealth and secure your future.

7 Design your plan The financial plan we design is specifically for you; not an off-the-shelf solution. Every component is carefully designed to achieve your short, medium and long term financial goals. We start by learning a lot about you, such as your personal financial circumstances, your age, family, job, income, expenses, budget, your financial ambitions, as well as more subjective issues such as how assertive you want to be with your investments. Implementing your plan When you are comfortable with your plan, we will finalise it and implement it for you making sure that all the components are in place and all the details are bedded down. Managing your plan Markets change, investments change, and your circumstances will change too. So it s important to monitor your investments against your plan and make adjustments when and where required. We encourage you to meet with your financial planner at least once a year to review your financial plan and to decide what components to modify.

8 High quality advice and personalised service is our promise to you

9 It s time that makes the difference. You receive a high level of personal support; both in the time we spend with you and the time we spend behind the scenes on your behalf. High quality advice and personalised service is our promise to you. That means having a close relationship with you, keeping you informed, having people available to answer your questions and giving you regular updates about your finances. However, we also do a great deal for you behind the scenes that you won t always see. There is a team of professionals helping your financial planner to achieve quality outcomes for your investments. This includes an investment committee to ensure the right investments are selected for you, and controlled processes to make sure that those decisions are adhered to.

10 you could benefit from meeting with a QTFP Financial Planner

11 Like what you see? If you feel you could benefit from meeting with a QTFP Financial Planner then we d love to meet you. We ll take the time to learn about your circumstances and ambitions, and explain how we can help you to achieve them. We ll also provide you with some information about us. Not just who we are as a company, but also some information about the individual financial planner who will be looking after you; the skills they have and the experience they draw on when developing a financial plan for you. There is no charge for this initial meeting and you will be under no obligation to continue the process. Simply call or drop into a branch and we will guide you through every step of the way.

12 Come in for a chat today. You can talk to us about superannuation, shares, the weather, insurance, wealth creation, how the family is getting on, making your savings work harder, estate planning, or the ASX. local branch qtfp.com.au QT Financial Planning Pty Ltd ABN is a Corporate Authorised Representative ASIC of Actuate Alliance Services Pty Ltd ABN AFSL BQT