Get Informed - Astra Financial Consultancy Services

WHY: To help you evaluate the value of our services. You can make an informed decision about hiring our firm. We take our relationships serious and we know that this will help you decide if we are a good fit.

WHAT: A free retirement and tax assessment. We will show you how to improve your retirement and how to save on taxes.

WHO: Diligent savers over age 50 who have accumulated investment and retirement assets of $500,000 or more and would like elite advice and client service.

No Cost or Obligation

We want you to know exactly how we can help before you pay us a single dollar.

3 Big Answers

We will provide you with 3 take-aways that pertain to your situation.

15-Minute Call

The first step is a short phone call with our team.

Your Free Second Opinion & CheckUp

1 SCHEDULE A CALL

A short phone call will give us both a chance to make sure that we are the right fit and that our expertise matches your situation. You deserve a specialist that is right for you.

2 TEAM MEETING

The next step is meeting (in our office or via Zoom). During this meeting, we can get crystal clear on your goals, needs and concerns. Before this meeting, we will ask that you bring your financial information. This will drive our analysis and result in answers to the 3 biggest take-aways that pertain to your situation.

3 ANALYZE

During our meeting, we will apply our experience and thousands of hours of training to help answer your questions. Some of the biggest questions that you might have: 1. Are you on track- Will you have enough for your retirement? 2. How can your tax bill be reduced? 3. How can your investments be improved?

4 REVIEW ASSESSMENT

At the end of this meeting, we will offer our services to complete a fee-for-service Financial Plan. It is a Financial Strategy that is easy to understand and implement. It will answer in-depth the retirement income questions you have such as, how much do I need to retire, what bucket to use for retirement income first and how to not pay too much in taxes. It will also cover estate planning, potential risks, taxes, cashflow and much more. We must have a financial plan in place before we can discuss how to invest your money. This is the guide to your successful retirement.

5 THINK ABOUT IT

We are looking for long-term client relationships. We only accept a certain number of clients each year so that we can provide elite services and management. We want a mutually rewarding relationship, so it is important that you take the time to make a decision. We can offer you a referral to a few of our clients (with their permission) to help you answer any questions you may have about our firm.

1 SCHEDULE A CALL

A short phone call will give us both a chance to make sure that we are the right fit and that our expertise matches your situation. You deserve a specialist that is right for you.

2 TEAM MEETING

3 ANALYZE

4 REVIEW ASSESSMENT

5 THINK ABOUT IT

How Do I Know If I’m a Good Fit?

We are retirement planning experts and provide the greatest value to:

Individuals over age 50 who want to know they have the ability to retire one day or already retired.

Diligent savers who have accumulated investment and retirement assets of $500,000 or more. (Excluding real estate.)

People who want to delegate all retirement planning and investment management to an expert so they can spend time on things that matter most to them.

Still Have Questions? Keep Reading…

Yes! While many of our clients are in Saskatchewan, we work with retirement savers in BC, Alberta, Manitoba and Ontario.

Our firm is equipped to meet with clients and potential clients through the video.

Each virtual meeting is protected by a complex, unique password and we adhere to the strict security guidelines necessary to protect your privacy.

Our fees depend on your needs and complexity and are a transparent line item on every statement.

Some financial advisors are commission-based, which may cause fees to be hidden or create conflicts of interest. Not us.

We offer fee-for-service Financial Plans and Fee-Based Investment Management.

The transparent Investment Management fee includes the management of all your investment accounts + ongoing retirement and tax planning. Our goal is to lower your taxes, reduce risk, and make sure you can retire without worry.

Scheduling your first phone call with us and going through our Your Free Second Opinion and Checkup Meeting will help you make an informed decision about working with our firm and others you may be considering.

There are three important things about our firm that separates us from others:

We are retirement specialists. Our simple goal is to make sure you don’t run out of money and pay too much in taxes. We’ve got your back.
We limit how many clients we take on. We are not a revolving door and our client service has been rated as exceeding satisfaction 5 years in a row.
We have no affiliation to any products. We are 100% conflict free and making decisions that are solely in your best interest.

Your Free Second Opinion and Checkup Meeting

No Cost or Obligation

3 Big Answers

15-Minute Call

Your Free Second Opinion & CheckUp

1 SCHEDULE A CALL

2 TEAM MEETING

3 ANALYZE

4 REVIEW ASSESSMENT

5 THINK ABOUT IT

1 SCHEDULE A CALL

2 TEAM MEETING

3 ANALYZE

4 REVIEW ASSESSMENT

5 THINK ABOUT IT

Step #1: Schedule 15-Minute Phone Call

How Do I Know If I’m a Good Fit?

Individuals over age 50 who want to know they have the ability to retire one day or already retired.

Diligent savers who have accumulated investment and retirement assets of $500,000 or more. (Excluding real estate.)

People who want to delegate all retirement planning and investment management to an expert so they can spend time on things that matter most to them.

Still Have Questions? Keep Reading…

Step #1: Schedule Your 15-minute Phone Call

NOT QUITE READY TO SCHEDULE AN APPOINTMENT? THAT’S OK!

Your Free Second Opinion and Checkup Meeting

No Cost or Obligation

3 Big Answers

15-Minute Call

Your Free Second Opinion & CheckUp

1 SCHEDULE A CALL

2 TEAM MEETING

3 ANALYZE

4 REVIEW ASSESSMENT

5 THINK ABOUT IT

1 S SCHEDULE A CALL

1 SCHEDULE A CALL

2 T TEAM MEETING

2 TEAM MEETING

3 A ANALYZE

3 ANALYZE

4 R REVIEW ASSESSMENT

4 REVIEW ASSESSMENT

5 T THINK ABOUT IT

5 THINK ABOUT IT

Step #1: Schedule 15-Minute Phone Call

How Do I Know If I’m a Good Fit?

Individuals over age 50 who want to know they have the ability to retire one day or already retired.

Diligent savers who have accumulated investment and retirement assets of $500,000 or more. (Excluding real estate.)

People who want to delegate all retirement planning and investment management to an expert so they can spend time on things that matter most to them.

Still Have Questions? Keep Reading…

CAN YOU MEET VIRTUALLY AND WORK WITH PEOPLE IN OTHER PROVINCES?

HOW DOES ASTRA FINANCIAL MAKE MONEY?

HOW ARE YOU DIFFERENT THAN OTHER FINANCIAL ADVISORS?

Step #1: Schedule Your 15-minute Phone Call

NOT QUITE READY TO SCHEDULE AN APPOINTMENT? THAT’S OK!