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Client Scenario

Length

00:27:15

Hello and welcome back to the 360 Money Matters podcast! For many, taking the first step into receiving financial advice can be a bit of a daunting step into the unknown for many. However, when that step is finally taken the advice process will very frequently uncover the need for good quality advice that is beyond the initial client instructions.

Hopefully, this inspires you to go out there and seek advice from a financial planner to secure your future!

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This podcast contains information that is general in nature. It does not take into account the objectives, financial situation, or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. This information is provided by Billy Amiridis, Andrew Nicolaou of 360 Financial Strategists Pty Ltd, authorised representatives and credit representatives of AMP Financial Planning – AFSL 232706

Episode Highlights:

• Pat’s introduction to financial planning

• The initial client instructions around retirement income

• Understanding the client’s circumstances and the real advice needs beyond the initial request

• Managing debt and expenses

• Determining appropriate cover and risk mitigation

• Developing the retirement income strategy

• The impact of advice on their business and lifestyle

360 Financial Strategists is a client-focused financial services firm dedicated to helping individuals and families build clarity, confidence, and control over their financial futures. With expertise spanning financial planning, mortgage broking, and wealth strategy, the team takes a personalised and transparent approach to advice, prioritising long-term relationships over transactional outcomes. Grounded in trust, integrity, and genuine care, 360 Financial Strategists is committed to simplifying complex financial decisions and empowering clients across Australia to move forward with purpose and peace of mind.

Disclaimer

This information has been prepared by 360 Financial Strategists for informational and educational purposes only. It does not take into account your personal objectives, financial situation, or needs, and should not be relied upon as financial advice.

Any financial advice provided by 360 Financial Strategists is confidential, tailored to each client’s circumstances, and delivered as part of a paid professional service. Before making any financial decisions, you should seek advice that is specific to your situation.

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