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Form submission by Gezim Veliu

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Form submission by Gezim Veliu

By |2020-12-19T08:40:30+00:00December 19th, 2020|Comments Off on Form submission by Gezim Veliu

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About

Australian Financial Planing Organisation Pty Ltd is an boutique style Financial Planning firm based on the Gold Coast.

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Australian Financial Planning Organisation PTY LTD is a Corporate Authorised Representitive (CAR Nbr: 431314) and Patrick Dysart is an Authorised Representative (AR Nbr: 285835) of Aura Wealth Pty Ltd (AFSL No:380552) which is an Australian Financial Services Licence.

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The information contained on this website is not intended to be advice. It is for information purposes only. Where any part of this site is construed to be advice it is General Advice only. It has been Prepared without taking into account any individual’s objectives, financial situation or needs. Before any person acts on any information in this document they should consider the appropriateness of the information, having regard to their objectives, financial situation and needs. Before making any decision about whether to acquire a product individuals

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TESTIMONIALS

Slide Getting Started S & H Vanvelzon Australian Financial Planning Organistation were fantastic!They made us feel very comfortable and were approachable at all times. Patrick understood all our needs and provided us with accurate information, advice and ensured all our insurances, superannuations & financials were effective for our future. Slide Operating a Business R & L Crane The understanding we now have puts us in the perfect position to keep working and not worry about the ‘What IF’ and if we have any questions he always has the answer or he will dig until he gets an answer in writing to ensure that we have the knowledge required to make the best informative decision and with this I cannot tell you the peace of mind we now have for our future knowing that we have the best cover for us both. Slide Growing Your Family JS Townsend My husband and I recently used Pat Dysart to review our personal insurances and make recommendations as to whether we had appropriate cover in place.Pat and his team provided a very high level of service and I would have no hesitation in recommending their services to others. Slide Thinking of Retirement J Sloman Patrick Dysart has been assisting my husband and I with our finances for several years. We had invested in property and required advice leading up to retirement. We have found Pat to be reliable, meticulous and insightful regarding economic and personal advancement. Slide Nothing is to Complex Debbie & Darryl A Patrick Dysart was recommended to us when enquiring via friends & colleagues for someone to help us sort out our financial situation. We had found ourselves getting closer to retirement age but with a fairly complex financial situation including a challenging investment property and a SMSF and with no idea how we were going to ever afford to retire. I was stressed to the max but Patrick, very patiently went through every detail with us, and helped us work out where we wanted to be and then put together a plan to help us get there. Pat has always made himself available to answer any questions, no matter how trivial. He has gone through every aspect of our financial situation with a fine tooth comb, with every recommendation being to help us get to where we want to be.

He has honestly been a shining light in a very difficult time for us.

We would highly recommend Patrick Dysart to anyone seeking financial advice.
  • SITE ACCESS

  • YOUR FINANCIAL PLANNER

  • MEETING YOUR PLANNER

  • THE REVIEW

  • PLEASE READ & SUBMIT

  • SITE ACCESS

SITE ACCESS:

You will be transferred to a separate website area where by you will be asked to input the same email address as you have just used along with a password of your choosing.

  • YOUR FINANCIAL PLANNER

FINANCIAL PLANNER ASSIGNMENT:

It is important that you use the same email address so a financial planner can be assigned to you and make contact with you.

  • MEETING YOUR PLANNER

MEETING – FINANCIAL PLANNER:

The financial planner will then ask you for access to your site and talk you through how to best use this area through screen sharing enabling you to become fully aware ofour personal expenses by downloading your data from your banks.

  • THE REVIEW

THE REVIEW:

The financial planner will then discuss with you your goals and needs and work with you to design a financial plan that suits your requirements.

  • PLEASE READ & SUBMIT

PLEASE READ:

Please note that the initial financial review and assessment of your financial situation is free of charge but costs for time and research may need to be paid by you if a personalised plan is required and ongoing monitoring to help you to achieve your financial goals is needed.

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