Our Process

Our Process

We follow a step-by-step process in meeting with you.

Step 1: Understanding your situation and what you want. We will gather information to assist in identifying your goals and any potential financial issues.

Step 2: Educate and inform you on the financial advice process. We will introduce you to some of the services we provide run through our financial services guide. We undertake research on you and your assets and financial products so that you understand your current situation.

Step 3: Provide options on how you may be able to improve your situation. We will provide you with an analysis of what you have and what kind of strategies and options may be considered.

Step 4: Prepare and present you a Financial Plan (Statement of Advice). This document will outline your financial planning strategy designed specifically to improve your situation. It will demonstrate the impact of our advice and provide the detail on all of our recommendations and include all the fees and charges.

Step 4: Once you authorise the “Authority to Proceed”, your Adviser implements your Financial Plan.

Step 5: Discuss an ongoing service and review program with you and assess whether it is necessary.

These steps will occur over a number of meetings, in line with your needs.

To find out more please contact us for a no obligation discussion.