Frequently Asked Questions
Create the life you want
Create the life you want
Create the life you want
Create the life you want
How long is the first meeting and is there a cost?
How can we be sure that we are making the most of our money?
Are you associated with or owned by a bank or other institution?
How does Chrysalis choose recommended investments?
Do you have questions like:
What makes you different from other financial advisers?
How long is the first meeting and is there a cost?
Usually 2 hours but it depends on how long it takes for us to understand what’s important to you and to work through the issues and questions you may have. The first meeting is at our expense. There is no cost to you.
How can we be sure that we are making the most of our money?
The answer to that question will come down to what you are doing with the money you earn. Your Chrysalis adviser will expertly help you determine what is most important to you and how to ‘create the life you want’.
Making the most of your money means:
- being tax effective;
- not overspending;
- being patient;
- you’re goal focused;
- choosing the right products;
- being actively engaged in ongoing review with your adviser
We will help you stay the course and refine your finances over time.
Are you associated with or owned by a bank or other institution?
No. Chrysalis is a fee-based practice (not commission) and is independently owned and licensed directly by ASIC (Australian Securities & Investments Commission). We are not affiliated with any bank, super fund or insurance company. We act for our clients and their best interests at all times.
How does Chrysalis choose recommended investments?
Our starting point is to determine your appetite for risk and what type of strategies and investments you require to reach your goals. As the Licensee, Chrysalis has established an ‘Approved Product List’ with a broad range of investments that have been highly rated by independent Australian Research companies for quality, performance, experience and management. Finally, Chrysalis has engaged the services of external expert asset consultants, McGregor Consulting. They construct ‘blue chip’ diversified managed portfolios specifically for our clients and regularly monitor and test them. They advise us as and when changes need to be made. We then communicate those to you, the client, for approval before actioning on your behalf.
At Chrysalis we see investments as necessary tools to achieve your goals. However, our first priority is to understand your values and goals…… then developing strategies to achieve them.
Do you have questions like:
- Should I buy an investment property?
- Should I have a self managed superfund?
- How much money do I need to retire?
- How do I save best for my kid’s education?
- How do I get on top of my debt quicker?
- Is my family properly protected if something bad happened?
These are really important questions which need to be given careful consideration. There are no quick answers for these as they depend on your personal situation. You will need help from a professional to arrive at the right answers for you. These issues are all considered during the initial meeting at Chrysalis.
What makes you different from other financial advisers?
Chrysalis is 100% referral based. This means we only grow by receiving referrals from satisfied clients.
We care about our clients and do more for our clients than other advice companies are prepared to do. We talk to you in language you’ll understand. We go above and beyond to make your financial world simpler and assist wherever needed. We’ll take the time you need throughout our trust-based partnership to listen and explain concepts, talk through any questions or life issues you have, educate you and give you our considered caring advice.
Overall our aim is to deliver you ‘Peace of Mind’ as you Create the Life You Want.
