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What to expect when seeking financial advice

1

Initial Qualifying Call

We begin with a brief phone call to understand your needs and determine if our services are a good fit for you.

2

Complimentary Discovery Meeting:

During this no-obligation meeting, we'll discuss your financial goals, current situation, and any immediate concerns.

3

Fact-Finding Assessment:

We will gather detailed information about your finances, including income, expenses, assets, liabilities, and risk tolerance.

4

Strategy Development:

Based on the information collected, we develop a strategy that aligns with your goals.

5

Presentation of the Plan:

We will present our recommendations and explain the rationale behind each suggestion.

6

Implementation:

Once the plan is finalised, we assist with implementing the strategies.

7

Ongoing Support and Review:

Financial planning is an ongoing process.

Everything we do at Rekab Advice...

is designed to challenge the traditional with an efficient, professional and most of all simple and easy approach to financial planning, that will leave you with a better financial planning solution.

Our team at Rekab Advice are qualified to give Financial Planning, Investment and Insurance advice to a wide range of individuals and companies.

At Rekab Advice, we have a mutual desire to succeed alongside our clients. We realise that as a business we cannot succeed unless our clients succeed, therefore everything we do is in our client’s best interests. We measure our client’s success based on whether they reach their goals and therefore this is something that we monitor on an ongoing basis.

A few things we're great at

WEALTH CREATION STRATEGIES

A diversified range of managed investment funds, direct shares, term deposit etc to invest appropriately to increase your wealth creation potential.

TAX MINIMISATION STRATEGIES

Provide you with options and alternatives to minimise your various tax liabilities, look for any available ‘tax advantages and ensure that your super & investments are structured correctly!! (no tax schemes!)

RETIREMENT STRATEGIES

Personalised advice and strategies for a smooth transition into retirement as well as analysis of funds available versus your retirement income goals.

Rekab Advice can provide you with the best weapon for taking control – CHOICE

No matter what you earn one of the most stressful situations is not feeling in control of your finances. We work with our clients to improve their relationship with their money – we work to understand your lifestyle and costs and help simplify how you manage this so you can focus on living the life you desire. We offer this service to every client we see.

A few things we offer

Personalised Service

Excellent Strategy & Product Knowledge

Pro-active Attitude

Simplify, Make It Easy

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TESTIMONIALS

Don’t take our word for it – here’s what our clients say:

"My advisor Amie is my body guard when it comes to my finances You see what I admire and attain from Amie is that feeling of financial freedom. The feeling of being looked after so I can concentrate on what I do best. Amie takes the time, the patience and the attention to detail when conversing with me. Amie has an incredible and admirable, personable approach to business. With Amie I feel safe, heard, valued and excited. I’m really looking forward to seeing where she will take me and how she will navigate my values and goals for the benefit of my children, family and business. Amie has a unique approach where she will get to know exactly you who are, what you value, how you want to live your life day to day, and then orchestrate how I can achieve my future goals in a realistic and gentle manner. I can honestly say that working alongside Amie gives me great reassurance as a mother, as a business owner and as a woman who is soley responsible for financial management of her life and her children, the capacity to succeed and feel safe.

“Amie has facilitated our transition to retirement and guided us through the processes of other financial issues with competence understanding and compassion. We feel comfortable moving into retirement with the knowledge that Amie is only a phone call away when required.”

Yvonne F.

“A financial adviser, who needs 1 of those? An Amie Baker - that is who you need. Amie is an open book, her honesty throughout her 'website' and her 'WHY' of how she not only got into FINANCE but also of 'WHO' she has become who she is really is no secret. You almost feel like you know her before you even speak with her, let alone be in her presence. However you haven't even touched the surface yet! It’s not just the way she makes you feel, its how everything that feels so complicated in your brain makes so much more sense when she explains it to you. No question is stupid, in fact it is quite the opposite, she loves it when you come armed with information and knowledge. As this is what sets her apart from others, she LOVES to learn and most of all, she wants you to achieve your GOALS. Amie won’t just change the way you feel about money, she will make you fall in love with it.”

Jules C.

“Amie is a wealth of knowledge and has been wonderful to work with. She is completely understanding of my financial position and has put strategies in place across investments and savings to build equity.

Her approach is unique, she is personable and very relatable and has made me feel confident in a financially stable future.”

Alexa A.

“I cannot recommend Amie highly enough. She is a consummate professional who values her clients and is always there to assist no matter how small the inquiry is.

Amie’s ability to communicate clearly, gentle nature and more importantly her expertise made my decision to appoint her with my finances stress free – nothing is too much trouble. She is organized, efficient, helpful and compassionate. Amie is a rare find. One in a million.

Thank you Amie.”

Tina G.

“I had recently decided to retire and sold a property with the hope that this would help fund my retirement. I had no idea what to do to make sure I was financially secure. I was introduced to Amie in late May and was immediately impressed by her knowledge of superannuation and capital gains. During the initial meeting she was able to come up with a plan that could suit both my partner and I's super and lower any capital gains I might be due. Over the next few weeks Amie was able to patiently explain how best to move forward so I would have a sum to live off comfortably, to save on capital gains and have a plan to work forward for future financial security. I've been blown away with the outcome. I cannot recommend Amie enough – in fact I have – hopefully she'll be getting a few calls from them in the near future! ”

Beverley D.

“When I first contacted Amie, our finances were in an absolute mess. There was always too much month at the end of the money, and we were not answering the phone so as to avoid ‘those calls’. I was so embarrassed to call Amie and admit the real situation we were in, but I will be forever grateful that I got over myself and called.

With Amie’s patience, guidance and sound advice, we now have a budget and strategies that work for us, and I’m proud to say we have learnt how to control our money, which is a very important life skill that we can pass on to our children.

Amie has been and continues to be a bright guiding light for us, and I’m excited to realise our future financial goals with her showing us the way.”

Rosalyn S.

“I couldn’t recommend Amie enough the help and advice provided to me in such a time of need was professional but also caring.

She has great knowledge in her field and is able to provide problem solving skills and recommendations to situations that require more detailed attention.”

Amy R.

“We came across Amie a year ago when we were really struggling with managing our personal and business cash flow and were seeing our financial goals slipping further and further from our grasp.”

Lauren L.

We are proud supporters of the Equanimity Project

The Equanimity Project Australia is a passionate and purposeful group

OF LIVED EXPERIENCE INDIVIDUALS…

who have created and implemented an interconnected resolution for two female cohorts facing physical, welfare and emotional stress in society today.

Our Project will minimise the repetitive cycle experienced by women and abolish the disparity of discrimination to provide an equitable way of life.

An Australian-first initiative aimed to reduce Domestic Abuse and alleviate Homelessness.

A cost-effective integrated housing solution with long-term education and support services to change the societal landscape and improve the welfare of women.

If you become a member of the Centsability Money Transformation Course you will be directly supporting this organisation as a portion of your enrolment fee will be donated to this amazing course – this is one way we can pay it forward.

Please click here for more information about the Equanimity Project.

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