Question 1

How did you decide to get into your line of work?

Accepted Answer

I knew that as a kid business was the field I wanted to get into, I just didn't know what I wanted to do. Working in the finance industry since I left school in 2005 led me to the path of Financial Advice and I have never looked back or regretted it. I think I really knew that I had found my career job when I had a meeting with a couple that were more than twice my age and I was able to get them on the right track financially. I can remember them thanking me at the end of the meeting. That feeling is what I love, being able to help people whilst being appropriately rewarded.

Question 2

What do you like most about your job?

Accepted Answer

The main reason that I became a financial adviser was to help people to deal with their money. It is really quite amazing how little most people know about looking after their money and it really isn't their fault, nobody teaches them. This is the biggest thing that got me into this career; I wanted to learn more about how to manage my own money. The biggest part of my job is to sit down with my clients and talk to them about their financial goals; this can be really eye opening. In many cases people have goals that they have no idea how to achieve and in many cases their goals are completely unrealistic. Working with them to get them on the right track to meet their goals is a very rewarding part of the job of being a financial adviser and it is something that I really enjoy doing.

Question 3

What questions do customers commonly ask and how would you answer them?

Accepted Answer

Can you help consolidate my super? Consolidating various superannuation accounts can be a painstaking exercise. Not only is the paperwork daunting and sometimes complicated, funds are notoriously fussy when it comes to meeting requirements to enable rollovers and withdrawals. At RI Parramatta, we have over 25 years experience dealing with superannuation funds. Not only can we help rollover your various superannuation funds into the one investment, we can also offer advice in relation to the appropriate investment for your particular circumstances.

Question 4

What makes you the most reliable and trustworthy person for the job?

Accepted Answer

If a person can see the honesty and integrity in me in our first appointment then this should be enough to hire me over the next provider. I do not take on clients for a one off transaction, but rather, create long term relationships

Question 5

Why should a customer hire you over another service provider?

Accepted Answer

Consolidating various superannuation accounts can be a painstaking exercise. Not only is the paperwork daunting and sometimes complicated, funds are notoriously fussy when it comes to meeting requirements to enable rollovers and withdrawals. This along with choosing the right insurance product or making sure you have the adequate amount of cover can be quite challenging. At RI Parramatta, we have over 25 years experience dealing with superannuation funds and wealth protection. Not only can we help rollover your various superannuation funds into the one investment, we can also offer advice in relation to the appropriate investment for your particular circumstances.

Question 6

What are the typical things that you need to know before you can provide a quote to a customer?

Accepted Answer

If we determine that we can help improve your financial position and you would like us to do so, our fees will either be calculated on an hourly rate, much like your dealings with your accountant or solicitor - or alternatively, on a set fee which is predetermined before any work commences.

Question 7

Are there any special offers you would like to offer to Oneflare customers?

Accepted Answer

The first consultation is generally free of charge. It is an information gathering exercise to determine if we can help and if you are comfortable with us. This is a great opportunity to see if you think I can add value to your situation as well as get a feel for wanting to deal with me in the long term.

Question 8

How do you normally charge for your service?

Accepted Answer

The first consultation is generally free of charge. It is an information gathering exercise to determine if we can help and if you are comfortable with us. If we determine that we can help improve your financial position and you would like us to do so, our fees will either be calculated on an hourly rate, much like your dealings with your accountant or solicitor - or alternatively, on a set fee which is predetermined before any work commences. There are many ways a financial adviser can add value, not all of which are strictly monetary. Many clients simply like the peace of mind knowing we are always there should they need any assistance.

Question 9

Is there a particular aspect of your trade or industry that you specialise in?

Accepted Answer

I am happy to see you at our Parramatta or Penrith offices for any of the following services:  Retirement planning Superannuation Personal insurance Redundancy Estate planning Centrelink Access aged care with certainty

Question 10

What experience, skills, qualifications or training do you have to make you the right person for the job?

Accepted Answer

RetireInvest Parramatta has been in operation since 1985.  It is the largest regional office for the RetireInvest group, and has won several franchise awards.  RetireInvest Parramatta looks after close to 3,000 clients. All Financial Advisers in the business have a minimum qualification of an Advanced Diploma in Financial Planning as well as hold qualifications in other areas.

RI Advice Parramatta

Business contact details

Business description

Browse office admin experts by suburb

Services

Qualifications

Add your review

Frequently asked questions

How did you decide to get into your line of work?

What do you like most about your job?

Need an expert?

Customer

Businesses

Cities

About Oneflare

Oneflare group

Download our apps