Simmons Livingstone & Associates is a holistic financial services firm who work closely with our clients no matter what age or financial position. Our sole focus is to work directly with our clients to help them achieve their personal and financial goals.
We work directly with our clients to help them identify exactly what they want to achieve from life and assist them to put the financial building blocks in place so that they can reach their goals.
Our process starts with a complimentary meeting or “Get to know you” session, where we get an idea of your current personal and financial situation and your future aspirations.
Approximate time 15 – 30 minutes
A second and more in-depth “Fact finding” session is then conducted. In this meeting we look to discover what is really important to you and how you are working towards achieving these things. This may be looking to purchase your first home, starting a family, travelling or transitioning into retirement. We look to address key points of your financial situation such as your superannuation, debt reduction, wealth creation opportunities, personal insurances, estate planning and loan structuring.
Approximate time 1 – 1.5 hours
After completing our research, we will formulate a comprehensive and step-by-step plan to achieve your goals.
Our team will regularly review your long-term financial plan at each life stage to ensure minimal tax liability and financial risk.
We offer ongoing guidance and support. At any stage, our team will be available to answer your questions and discuss potential new ideas.
We continuously work alongside you to help you remain on-track to reach your personal and financial goals. We take pride in providing outstanding ongoing service.
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