Auswide Bank & Alliance Wealth
At Auswide Bank, we understand that making the right financial decisions now can have a huge impact on your future goals and dreams.
Through our partnership with Alliance Wealth, Auswide Bank you can receive personal financial advice from expert advisors who can help you to build, protect and manage your finances - whether it’s simple planning and guidance for everyday budgeting or strategic advice for more complex situations.
Why Choose Alliance Wealth
Alliance Wealth works with financial advisers to provide individuals and families with personal financial advice. They pride themselves on really getting to know their clients through meaningful conversations and uncovering their goals and aspirations.
By working together to implement an achievable plan, Alliance Wealth and their team of financial advisers will help you stay in control of your personal financial situation and continue to support you as your financial needs change.
A Guide to Cost
Your first discussion with an Alliance Wealth authorised financial adviser is obligation free!
They will present you with a copy of a Financial Services Guide, which outlines a fee range that may be charged.
Once your financial adviser has a greater understanding of your personal situation, they will prepare a more detailed costing for your consideration. The cost will depend on the complexity of your situation and the scope of advice you agree on.
Your Financial Adviser will explain all costs clearly to you as well as provide you with options to either pay the fee upfront, or the cost may come out of the products you choose.
If you do proceed with the advice, you will get to keep your personalised plan, known as a Statement of Advice. This documents the strategies and financial product recommendations from your financial adviser.
Your financial adviser may also present you with a service arrangement, which is designed to review your financial plan on an ongoing basis and make any adjustments, if necessary, to ensure it remains on track towards achieving your goals!
Have some questions?
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