Retired couple

Our Promise

At Flack Advisory, our aim is to help you achieve financial success and peace of mind by providing you with a personalised financial strategy. We strive to provide you with a plan that will create and protect your wealth over the long term, while dealing with your day to day financial needs and challenges.

We are committed to client service excellence and ongoing adviser education. All of our advisers are qualified, financial experts with the necessary experience to ensure the best financial outcome for you. Our quality financial advice puts you in control.

For more information on our range of services offered please read below, or view our Advice that puts you first brochure.

What is Financial Advice?

Financial advice means different things to different people. In the end, financial advice is all about you. It could be:

  • solving your financial problems
  • defining your goals and attitude to money
  • being in control of your financial situation
  • tax-effective investment planning
  • protecting yourself and your family
  • maximising your earning capacity

For more information, please refer to our Value of Advice brochure.

Advice Services

Our financial advice services are best described in two parts. The first (initial advice) is about strategy development – designing and implementing a financial strategy just for you. The second (ongoing advice) is about the ongoing management of that strategy.

See below for an outline of these services and the associated fees in broad terms. Depending upon the complexity of the advice to be provided, these fees can be negotiated with an adviser.

Advice Services and Costs