How we work

Our financial planning process is built from one simple principle: getting to know you and your unique financial circumstances before making any recommendations.

So, how does the advice process work?

Our financial planning process is simple:

Before your appointment

A little preparation goes a long way – to help your adviser assist you we ask that you please gather your important financial information and complete our financial health check.

Client Checklist

  1. Gather documents
  2. Identify goals & objectives
  3. Complete financial health check

Our initial meeting is focused on getting to know you and your world; we discuss where you are now, where you want to be, as well as the things you want to do along the way.

Initial Meeting
After our initial meeting we’ll do further research into your financial situation and work with you to create a financial plan to help you achieve your goals. You will be notified of any costs involved prior to the commencement of any work.

Strategy creation and Financial plan presentation
After our discussion we’ll present you with a financial plan tailored to maximise your ability to meet your financial goals. If any parts of the plan need adjusting, we continue working with you until you are happy with all aspects.

Achieving your financial goals isn’t accomplished overnight – it takes commitment and ongoing adjustments as circumstances change. Our team will help implement your financial plan and then ensure you remain on track with regular reviews to your strategy.

Implementation and ongoing reviews
We offer two ongoing service platforms for your review process:

Premium: A regular annual meeting which involves update and review of funds, expenses and income.  Access to advisor.

Premium Plus: Two or more meetings per annum. Update and review of funds, expenses, taxation and income strategies. Access to advisor.

To find out more about our services, please contact us.