Our process starts from the moment we have our first conversation all the way through to implementing your financial plan and advice.
Each circumstance will be different and treated as such to ensure that your specific needs and goals are met. We have detailed our advice process below, so you know exactly what you can expect from us.
Our first meeting gives us the chance to get to know each other.
You have the opportunity to learn more about us, how we work, understand why we are more than qualified to assist you and what we can offer you. It will give us the time to understand your financial requirements, objectives and challenges you may face. No matter the topic, we will be able to discuss potential solutions for specified areas such as estate planning or aged care.
Identifying & Understanding your Goals
Before settling on a plan, we will identify your main goals and prioritise what is most important. From there we will discuss and agree what work will need to be done, the cost involved and a timeframe in which it will be carried out.