Principal Difference.

Resolving to engage someone to help you achieve financial security and independence is a weighty matter; we fully understand the gravity of

your decision.

The one word that comes up time and again in conversations to do with money, financial advice or the appointment of an adviser to look after one’s financial planning needs, is ‘trust’. Of course.

At Metaplanners, we understand that trust isn’t something that we can take for granted and we know that we have to earn it. What we promise is to be accountable and open at every stage of the planning process and in our relationship with you. This is one of the reasons why we recommend our 7-step process to all prospective clients of Metaplanners.

Metaplanners is an ‘advice’ based financial planning practice. Our three main objectives are to:

1. Offer customised solutions tailored to fit each client’s needs and circumstances – one size just doesn’t fit all!
2. Offer a fee based planning service.
3. Offer clients a highly personalised service so we work closely with clients to help them achieve their goals of        financial security and independence.

Whatever your financial planning requirements may be, we guarantee that we will take great care in understanding your needs and objectives, your particular circumstances and the resources at your disposal. We will then formulate a financial plan to help you achieve your goals.

We look forward to welcoming you aboard!

 

Ramana Rao

2006 and 2008 Australian Planner of the Year for Professional Investment Services

Authorised Representative of Professional Investment Services Pty Ltd

© Ramana Rao Pty Ltd trading as Metaplanners, Level 1, 27 College Road, Kent Town, South Australia 5067 (ph 08 83624777)