We’re excited to begin working with you
Below are the next steps you need to complete to start the process.
An introduction from Alex
We would be happy to meet with you and discuss how we can help you, but as we have a waiting list for new clients, we ask you to do some ‘homework’ before our meeting. Once we have reviewed everything (to ensure we can help you), we will contact you to arrange a meeting time.
We have some steps for you to complete.
We are pleased you have chosen to work with us at Summerhill. We would welcome the opportunity to meet and discuss how we can help you. Before we begin, it’s important to note a few things.
✓ We’re an advice business that offers online meetings – we do that so that both of us can be anywhere in the world
✓ Our minimum advice fee starts at $4,400 per annum – you can read our FSG here, which shows our fee schedule
Our advice service includes at least one or two meetings each year (depending on what is appropriate and the fee that is agreed upon), as well as regular email and video updates. We are always available by email and telephone if you have a change of personal circumstances, and we will contact clients during the year as necessary (eg. a change of strategy or investments).
If you want to proceed, watch the next video, so you understand what we require.
How does our process work?
We’ve created a video to take you through it all and make the process a little easier to understand.
We have also included the steps below, so you just need to follow along and complete the requirements.
What are the steps?
Read our Financial Services Guide
This outlines the services provided by Summerhill Financial Services, how we work with you and our fee structure.
Complete the fact find
This helps us prepare for our initial meeting, and once received we will contact you to arrange a time to meet. Please email us at mail@summerhillfs.com.au to request your secure link to complete the Fact Find.
The initial meeting
We use this time to get a better understanding of you and your aspirations. We get an understanding of your goals and values and explore if we are going to be the right fit for each other.
After your initial meeting
You will be presented with a proposal outlining the key advice areas we will address and the associated cost. At this point, you can make an informed decision about whether to proceed further.
Here are the 3 steps we need you to take
Once all the steps are completed, we will review your information and then be in touch.
Alex and Margaret.
Do you have a question?
If you need assistance with the process, please email us at mail@summerhillfs.com.au.
Meet your adviser, Alex.
I work with clients from all walks of life to understand what their personal and lifestyle goals mean to them and then create strategies to provide direction and clarity to help achieve these goals.
My purpose is to increase our client’s financial well-being and provide them with confidence and peace of mind with their finances, so they can focus on what is important to them, such as family, lifestyle and career.
I have extensive education and experience as a financial adviser, which includes:
- Bachelor of Business
- Master of Financial Planning
- Certified Financial Planner
- Advanced Diploma of Financial Services – Financial Planning
- Diploma of Financial Services – Financial Markets
Here’s what some of our clients have to say about working with us
I feel very confident with the advice Alex provides my husband and I. He is always available to answer all our questions while responding quickly. I feel very safe with Alex’s suggestions and they’re always the right fit for us!
Lora
Alex has the rare ability to make you feel like you’re his only client. In each review, his recommendations are explained expertly and simply, with time to really understand the thinking in how this advice will meet our goals. He’s a big part of why I sleep well at night when it comes to retirement planning.
Sean
Alex is extremely professional, trustworthy, knowledgeable and highly ethical. Alex is very proactive and keeps me on track with my goals and objectives. Alex manages my investment portfolio, providing regular investment & portfolio advice and maintains my insurance policies. I highly recommend Alex.
Renae