Frequently Asked Questions
1.I have received an email from Ross, what should I do now?
Ross will be in contact with you. But if you have any immediate concerns, please feel free to give Ross a call on his mobile.
2. What does this mean for me?
Initially you will see no change. Ross will be engaged by Absolute Wealth Advisers (AWA) and will continue on as your adviser with us. As part of your ongoing review we will introduce you to the AWA team and Ross will work with you and help you make the move from More Time Financial to AWA. Ross will continue to provide licensed advice as authorised by Paragem Pty Limited (ABN: 16 108 571 875, AFSL No. 297276)
3. What’s going to happen with my investments? Do I need to sell anything?
Please be assured, there will be no change whatsoever to your investment holdings. The only changes to your holdings that may be required will be discussed with you at your next meeting.
4. What if I don’t want to be a client of Absolute Wealth Advisers?
You always have a choice. However, as your long-term adviser, and having taken all due consideration, Ross has recommended that you transition to us at Absolute Wealth Advisers. We are positive that with the careful transfer by Ross to AWA that you will have a beneficial and rewarding experience with us. However, you are of course free to pursue your own adviser. We would be grateful for the opportunity to speak with you first before you make any such move.
5. Who will be my new adviser?
There will be no change and Ross will continue as your adviser with Absolute Wealth Advisers.
6. What will change?
Initially, nothing. In the coming weeks, we will provide further information on the merger process, including any necessary administrative changes. At our next meeting, you will go through your usual review process.
7. Will my fees change?
No. At the first meeting with us we will step through exactly what your fees will be. Your fees and fee structure will stay the same for the initial 12 months.