Financial Planning

We take the time to understand your unique needs and tailor an investment plan to help you achieve your financial and lifestyle goals.

There is no one size fits all.

  1. At your first meeting we will take the time to understand your situation, gather some information about you and discuss your goals. We will explain our philosophy, the process of becoming a client and discuss fees. At the conclusion of this meeting you will have the opportunity to decide if you wish to proceed.
  2. If so, then we will then prepare a written statement of Advice (SOA). This document will provide the framework for your investment plan going forward.
  3. Once the plan is complete we will carry out a follow up consultation to clarify any queries you may have and assist you to implement the strategy.

Based on our philosophy, we advise our clients on how to accumulate quality growth assets in shares, residential real estate and commercial property. We also advise on the most beneficial ownership structure of these assets. They can be held directly, as part of a trust or company, or held directly by a SMSF.

What we do

Entello’s philosophy is that good financial planning is about the journey from discovery to application. It’s not a single transactional activity. We believe that financial independence is gained through the acquisition of knowledge, good advice and support.

We believe every client benefits from understanding financial market drivers, the various investment options available and how these options work to provide outcomes to suit the unique needs of every client.