FAQs
You’ve got questions. You should — this is your wealth, your retirement, maybe even your family’s aged care future we’re talking about. Not a gym membership.
At Dialogue Financial, we don’t treat financial services like a product shelf. We treat them like what they are: conversations that change lives. That sounds lofty. But it’s true. So we’ve listed the real stuff here — the things clients actually ask us (sometimes bluntly, often nervously, occasionally after their third Google rabbit hole). No fine print. Just plain answers from a team who actually calls people back. If we’re not the right fit, that’s okay. If we are — we’ll prove it quietly, not with a pitch. Let’s stop dancing around your doubts. This is where you find the words you’ve been trying to phrase in your head at 1:00 a.m. You’re not alone in wondering. Let’s cut through.
No pressure. No dotted line in your face. At Dialogue Financial, we don’t “close” people. We send them home with notes… and headspace.
Zero minimums. We’ve helped clients with millions and others sorting out their first super account. We care about clarity, not your starting balance.
Fees depend on what you need, not what you have. But you’ll know the cost upfront. Dialogue Financial doesn’t talk about transparency they are absolutely transparent!
Happens more often than you’d think. Life moves. So do plans. We adapt — no drama, no guilt trip, no disappearing act.
Rarely. And if we do, it’s laid out upfront. Here at Dialogue Financial our advice stands on trust, extensive experience and knowledge of the current market trends, not backend incentives.
Not unless you request it. We speak plain English, like you’d want from someone explaining your own money.
Depends on what you’re working toward. Some clients feel better after one meeting. Others feel better when their debt shrinks. We track both.
Nope. We don’t manage your bank account. You stay in control always. We guide, suggest, clarify. That’s financial advice, not financial takeover.
Yes. Bring whoever helps you think clearly — your partner, sister, dog (seriously, we’ve seen it). Finance isn’t a solo sport.
Then you’re in great company. A lot of our smartest clients arrived sheepish. We don’t scold. We recalibrate, then go forward.
We don’t speculate. If crypto’s part of your investments, we’ll factor it in responsibly. No hype, no FOMO. Just proper financial management.
Salaried. Period. That’s how we keep advice clean — and focused on what serves you, not someone’s bonus.
Absolutely. We’re Dialogue Financial, not Subscription Financial. If one meeting gets you sorted, we’ll high-five and move on.
Yes — in fact, we usually suggest it. Collaborative wealth planning means fewer messes and better outcomes.
Not at all. Dialogue Financial works with people in their 20s, 30s, 40s, and beyond — anywhere financial decisions start to snowball.