The Best Finacial Advisor

Mr. James Gerrard is a certified Financial Planner who has been in the profession

of financial services since 2001 in Sydney. He has been a member of Financial Planning Association's Board Committee and has won the industry prize being recognized by the Australian Financial Review's Smart Investor magazine ranked among the top 50 Financial Planner in 2010 in Australia. He is an expert Financial Advisor in the field of wealth accumulation and retirement plans, and writes frequently about the financial plans in the media.

For our clients we offer the best possible advice regardless of the commissions recommended by a particular product to be paid. The full commission on any investment given to us is returned back to the clients account. We provide advice on a large variety of investments from money, property, term deposits, wholesale-managed funds and shares. The first time when you meet us, it generally covers the below topics with an absolutely no fees and is free of obligation:

==> About James and PSK Financial Services

==> What is financial planning?

==> About you

==> What is the value of financial planning?

==> Financial planning process

==> General discussion on your current situation

==> Steps forward

If we both decide that it will be advantageous for you to follow up our financial plans, we will give you a quote to start financial plan. By the end of the first meet, we will let you know the cost of the financial plan. This will depend on complexity and time and can be advanced without obligation. We welcome our clients to question us till they feel comfortable with us as we promote that a financial planner is a vital decision which is to be done with consideration. You are not liable to pay any entry or exit fees for recommended investments. The plans are just the starting. You should think it as a roadmap to make you move from your recent position to a future one where you reach your target. As you have an embarking journey, situations and conditions will alter and it will be needed to adjust your initial plan. We will be there to advise you at every step because your own conditions, market conditions, economic atmosphere, taxation position and law can change. The cash flowing needs to be monitored. The risk at which you are comfortable, legislation, investment opportunities may also alter.

We charge our clients depending on the value of their portfolio, and are represented as a portfolio value's percentage. This fee is to be paid at the end of our first meet. We have a strong belief that this is the utmost way of approaching our clients as we strongly like to see you grow wealthy.

Selecting the appropriate financial planner is very important. The difference in financial advantages can be substantial and priceless is the peace of mind. Make an appointment with James Gerrard without any obligation that is tagged as best financial advisor Sydney and check out how financial advices can be beneficial for you. Let it be retirement plan, wealth accumulation, better budgeting or a holistic review of your condition, step towards a no obligation meet with a certified financial planner in Sydney.

by: Stuart Board

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