Process for becoming a client of Bloom Financial Advice
The first step involved in being a client of Bloom Financial Advice is to schedule an appointment with David Willis who will provide an overview of our unique service and to discuss your financial situation so he can start to understand your personal requirements and future goals.
Bloom Financial Advice charges a pre-agreed hourly fee for our initial Advice and ongoing Adviser Service Fee and prepare written recommendations in the form of a Statement of Advice. These agreed fees will be determined by the complexities of the individual client’s affairs. This fee will also cover the implementation of our recommendations should the client proceed with our advice.
Contact David
davidwillis@bloomfinancial.com.au
Telephone
0400 393 319
Address
Level 7
333 Collins St
Melbourne VIC 3000