Advice Process

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.

1

Initial Meeting

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.  

2

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.

3

Building a Solution

We will review and consider all possible options and lay out the pros and cons for each scenario presented to your situation. We will then determine the most suitable strategy that meets your objectives and discuss the solution you are most comfortable with.
4

Implementing Solution

Once we have mutually agreed on the best solution for your case, we will take action and begin the process of implementing our strategy efficiently. We will be with you every step of the way until each facet has been implemented successfully.
5

Ongoing Analysis and Advice

From the moment your plan is in place, we monitor and analyse your results regularly. Circumstances can change over time, and we want you to feel secure that your plan remains on track and is performing at its best. We are here to help you.

Get in touch today for financial advice.

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