Adam Grigoropoulos CFP®
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​Frequently Asked Questions
How do you charge for your services? 
We charge a fixed fee for our advice services. Everyone's circumstances are different, which is why we will confirm what we will charge for your specific advice, in writing, prior to commencing any work. 

Do you charge for an initial meeting? 
We do not charge for an initial meeting. The purpose for the initial meeting is about us meeting, understanding each other and seeing whether we can work together to achieve your goals.  

Do you receive or pay referral fees? 
We receive no financial benefit for referring you to anyone, nor do we pay a benefit to any other service professionals who recommend any clients see us. We refer clients to other professionals with the understanding our clients will be looked after.  

Are you influenced by any of the large institutions when providing advice? 
No, we are not. Our primary focus is about ensuring we are working towards the achievement of your goals for advice. If you haven't already, we suggest you read the process which we go through when providing advice.  

Can I give you my tax return to lodge? 
We do not do any tax agent services. These are best to be completed by an experienced and qualified accountant. We have a range of accountants whom you can choose from. 

I am needing a loan for a home purchase, can you arrange this?
We have a range of mortgage brokers whom we can refer you to. There will be a number of other planning matters which you will need to be addressing at this important stage of your life which will require our help though. 
​General Advice Warning: The information contained within this web site is general advice only, prepared without taking into account any of your individual objectives, financial situation or personal circumstance. Before acting on the advice contained within, you should consider the appropriateness of the advice, having regard to your own individual objectives, financial position and personal circumstance.

Australian Financial Services License Details: All advice and services provided are done so as Corporate Authorised Representative (1277147) & Authorised Representative (409285) of Bluewater Financial Advisors Pty Ltd (Australian Financial Services License number 411846)


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  • Home
  • Personnel
  • Advice Process
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  • FAQs
  • Contact