First Time Engaging a Financial Adviser? Here’s What to Expect 

Thinking about speaking to a financial adviser, but not sure what to expect? You’re not alone. I’ve met many principals who delay seeking advice simply because the process feels unclear or overwhelming.

At Frontier Financial Group, we’ve worked exclusively with professionals in education for over 30 years. Supporting school leaders is our niche, and I understand the unique financial landscape you operate in.

Here’s what a first meeting with me typically looks like:

Step 1: We Listen

 You talk, I listen. I want to understand your goals, whether it’s retirement, travel, reducing debt, supporting family, or simply gaining clarity. This is your time to share what matters most.

Step 2: We Clarify

 I’ll explain how financial advice works, what’s possible, and what’s realistic. No jargon. No pressure. Just clear, practical guidance tailored to your career and lifestyle.

Step 3: We Plan

If you choose to move forward, I’ll build a personalised strategy, covering superannuation, tax, investments, and more. You’ll know exactly what you’re paying for and why.

Questions You Should Ask Any Adviser:

• Do you specialise in working with education professionals?
• How are your fees structured?

• What’s your approach to retirement planning?

   

Why Frontier?

 We’ve worked with thousands of school leaders across Melbourne. We understand your entitlements, your career structure, and the transition from leadership to retirement.

As a proud APF partner, I’m offering a complimentary first consultation—no obligation, just clarity.

👉 Book your session now

 Or contact me directly at melina@frontierfg.com.au or (03) 9671 4550