our process

WE BUILD STRONG RELATIONSHIPS WITH OUR CLIENTS BY PROVIDING QUALITY SERVICES THAT MEET THEIR CHANGING NEEDS. WE CONTINUALLY REVIEW THEIR STRATEGY TO KEEP IT ON TRACK.

Everyone has different reasons for seeking financial advice, but some of the most common reasons our clients have sought us out centres around major life events. We love hearing their stories and we share their hopes and dreams.

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OUR PROCESS EXPLAINED

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01

first meeting

  • Getting to know you, your goals and objectives

  • Discussing our advice services

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02

fACT FINDING

  • Understanding your personal and financial goals

  • Discussing how much risk you are comfortable with

  • Considering if any family members should be part of our conversation

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03

SERVICE AGREEMENT

  • Issuing a letter of engagement

  • Discussing our costs

  • Agreeing which advice services you want our assistance with

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04

RESEARCH AND RECOMMENDATIONS

  • Analysing possible strategies and outcomes

  • We research suitable products

  • We prepare recommendations

 
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05

PRESENTING THE ADVICE

  • Presenting our advice in a formal Statement of Advice (SoA)

  • Discussing any Product Disclosure Statements

  • Answering your questions

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06

IMPLEMENTING THE ADVICE

  • Obtaining your permission to proceed

  • Implementing the strategy

  • Confirming your financial plan is in place

07

ONGOING REVIEW

  • Monitoring portfolio performance

  • Considering new legislative opportunities or threats

  • Considering your changing situation and circumstances

  • Reviewing your financial plan on an ongoing basis