Promo About Us

Our Process

 

Step 1 - Contact:

 

Upon making contact, we will send you a client details form and recommend that you fill up and compile the following documents (listed below) for the initial interview to enable us to obtain a clear understanding of your financial position.

  • Personal investment details including investment and superannuation statements
  • Tax returns
  • List of liabilities eg - amount and applicable interest rates

 

Step 2 – Let’s Discuss:

 

The first meeting is at our expense and will normally take around 45 minutes to an hour. We will discuss your financial circumstances and together we will identify where you are now and where you would like to be.

 

We will present our cost estimate for the scope of our work which would include:

  1. Preparation of a Statement of Advice
  1. Strategy formulation
  1. Implementation of Advice
  1. Reviews

 

Step 3 – Analysis and Formulation:

 

Once we receive the confirmation to go ahead, we will collect the necessary information to build and customise your new financial plan. Based on the information supplied we will determine your financial position and classify your goals based on your risk profile.

 

We will develop the personalised strategies needed to build and enhance your financial future. This plan, along with formal written recommendations will be presented to you in a Statement of Advice.

 

Step 4 – Putting Things in Perspective:

 

Here you will have the opportunity to discuss the proposal and make sure you are comfortable with the recommendations made by us.

 

Step 5 - Implementation:

 

If you are completely satisfied, we will ask you to sign an 'Authority to Proceed' that formally documents your consent. We will then implement the agreed recommendations on your behalf.

 

Step 6 – Let’s Re Visit:

 

You will continue to have full support and assistance from us. Your financial objectives, goals and needs will be revised periodically to maximise the success of your financial wellbeing.

 

Guarantees