The Financial Planning Advice Process

The financial planning advice process

 

1   Discovery

We'll meet with you to really understand your current financial position, as well as help you identify your financial and lifestyle goals. Together we'll determine the areas where you may need our help... and your first meeting is on us!

 

2   Research

If you choose to go ahead with the advice, we'll do all the necessary research and develop your personalised financial plan.

 

3   Approval to proceed

We'll meet with you to present your plan and discuss our recommendations. You will get a Statement of Advice confirming the recommendations in writing.

 

4   Implementation

Once you are comfortable with your plan, we'll put it into action.

 

5   Review and update

Ongoing advice is also available, where we will continue to adjust your strategy to meet any changes in your circumstances. We'll meet with you at least annually to keep you on track to achieving your goals.

 


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