Even though we may be happy with what plans we have in place, it occasionally crosses our minds that it would be nice to have a third party cast their eye over what we're doing, just to be certain that we couldn't be doing things better.
Under Paramount's "Second Opinion Service", for a modest fee of $990, including GST, we can review any Statement of Advice and comment on the recommendations it contains.
As a worst case scenario, you'll be reassured that you're doing the best you can.
If, however, we uncover strategies that have the potential to improve your outcomes, the fee is a modest price to pay for such valuable information.
What's more, should you elect to engage our services to manage your financial planning needs, you will receive credit in full for this fee against subsequent advice fees.
To access this service, simply click this link to contact us, enter "Second Opinion Service" in the Subject line, attach your Statement of Advice and hit "Send".
We will then invoice you for the service. Upon receipt of payment, we will commence assessing the information you supplied and will respond with our analysis within 10 working days.
What do you have to lose?