Advice Process
STEP 1
MEET AND GREET
Our first meeting is all about you and introducing you to the advice process, along with the services we offer and the costs involved, which are outlined in our Financial Services Guide (FSG), allowing you to make an informed decision.
STEP 2
IDENTIFYING YOUR GOALS
A few things that we will discuss during our first meeting:
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Your values, aspirations and dreams
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Any challenges or frustrations you are facing
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Your current lifestyle
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Your current attitude towards money and wealth; and
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Your previous experiences with money and investing
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Essentially, we want to discover is important to you, what you want to achieve along with understanding any concerns you may have, whilst actively listening to you and answering any questions along the way.
STEP 3
RESEARCH & PREPARATION
Identify the gaps between where you are now and where you want to be. We will then be researching strategies on how to bridge the gap and making sure that they will be in your best interest.
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We will then develop a financial plan specific to achieving your goals.
STEP 4
PLAN PRESENTATION
Our second meeting is to go through the financial plan that we have built to achieve your goals. We want to make sure that you understand how you will achieve goals and answer any questions.
STEP 5
IMPLEMENTATION
Time for us both to put this financial plan in action. Once you have given the go ahead to achieve your goals, we will implement the advice and have you closer to achieving your goals.
STEP 6
REVIEW
Your plan is in action but it needs to be regularly reviewed. We need to make sure that you are on track to achieve your goals. Life events might throw a curve ball, but we need to ensure that your financial plan evolves with your life events.
