INITIAL MEETING
The initial consultation provides us with an opportunity to:
- Gain a deeper understanding of your personal situation
- Establish whether working together relationship will be appropriate for both parties
- Clarify your goals and identify your short, medium and long term priorities
- De fine the scope of the engagement
ASSESSING YOUR
FINANCIAL SITUATION
Having established that we will work together, my work then begins on your financial plan which includes:
- Gathering any additional information to ensure that we have a clear picture of your current financial position
- Research and model various strategies to determine our preliminary recommendation
- Discuss the preliminary recommendation where necessary with you, to ensure that final recommendations will meet your needs
PREPARING YOUR PLAN
A written plan (known as a Statement of Advice) is then prepared outlining the recommendation, which includes:
- Details on Benefits, Implications and Alternatives considered for each strategy recommended
- Projections and analysis of strategy options including, yearly cash flow and tax implications and ability to meet your goals, where appropriate
- Personalised Research and Product Selection (Superannuation, Investments and Insurance)
PRESENT SOLUTIONS
Having established that we will work together, my work then begins on your financial plan which includes:
We will then meet to present the advice and recommendation, covering strategies, structures, investments, super and insurance.
IMPLEMENT THE
RECOMMENDATION
Once you have agreed to the recommendations we help make this reality, assisting you with the implementations
- Establish/ Alter investments, super and insurance as recommended
- Arrange savings to be directed as recommended in strategy
REGULAR REVIEW &
MONITOR PROGRESS
We provide an Ongoing Service where we maintain regular proactive contact with you, which helps to hold you accountable and ensures you stay on track to meeting your goals. A regular review allows us to discuss the latest investment trends and regulatory information, along with life events and changes AND to make the most appropriate adjustments to your financial plans. Ultimately, we aim to keep you on track to living the life that you want, bringing you real peace of mind that you may not otherwise have achieved.
The initial consultation provides us with an opportunity to:
- Gain a deeper understanding of your personal situation
- Establish whether working together relationship will be appropriate for both parties
- Clarify your goals and identify your short, medium and long term priorities
- De fine the scope of the engagement
The initial consultation provides us with an opportunity to:
- Gathering any additional information to ensure that we have a clear picture of your current financial position
- Research and model various strategies to determine our preliminary recommendation
- Discuss the preliminary recommendation where necessary with you, to ensure that final recommendations will meet your needs
A written plan (known as a Statement of Advice) is then prepared outlining the recommendation, which includes:
- Details on Benefits, Implications and Alternatives considered for each strategy recommended
- Projections and analysis of strategy options including, yearly cash flow and tax implications and ability to meet your goals, where appropriate
- Personalised Research and Product Selection (Superannuation, Investments and Insurance)
Having established that we will work together, my work then begins on your financial plan which includes:
Once you have agreed to the recommendations we help make this reality, assisting you with the implementations
- Establish/ Alter investments, super and insurance as recommended
- Arrange savings to be directed as recommended in strategy
A regular review allows us to discuss the latest investment trends and regulatory information, along with life events and changes AND to make the most appropriate adjustments to your financial plans.
Ultimately, we aim to keep you on track to living the life that you want, bringing you real peace of mind that you may not otherwise have achieved.
