FAQ

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What can a wealth adviser do for me?

 

Many people struggle to find the balance between living life to the fullest while still being able to finance their retirement.

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At SODA WEALTH, we can provide you with the guidance and support when it comes to managing your money.

 

We take the time to assess your situation so that you can achieve your full financial potential.    

 

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I am interested in getting advice but not sure if you can help me

 

Our complementary first consultation enables our clients to get a better understanding of how we operate. In this meeting, we will outline the costs, which will depend on the complexity of advice that you require.  

 

We recognise that the unknown is sometimes a concerning thought, however our understanding practices and in-depth initial discussion will provide you with an indication of whether we are able to assist you with the financial care that you need.

 

 

Can you only recommend certain products?

 

We have an extensive approved product list through research house Lonsec that we can recommend and advise you on.

 

 

I don’t have funds to pay for my insurances – can I get it deducted from my super? 

 

That option may be available to you however, we will assess this when we review your situation and provide you with personalised advice.

 

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Who is Capstone?

 

Capstone Financial Planning was established in July 2002 and is now one of Australia’s leading financial planning licensees.

 

A privately owned and operated organisation; Capstone are not owned by a bank, fund manager or financial institution.

 

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Do you do home visits?

 

Yes, if you are unable to visit the practice, we will happily come to you.

 

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Can you see me after hours for a consultation?

 

Absolutely, we understand that many of our clients live busy lives; we are happy to book a meeting at a time of convenience for you.

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Feel free to contact us on 0488 770 265 or you can fill in your details here.

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