The financial planning process can be described using eight steps. We value and put emphasis on this process as it helps the financial planner to understand your situation and your desired outcomes.
1. Get to know who we are
Introduce our service and provide you with our Financial Services Guide.
2. Set your goals
Tell us your goals and your purpose for seeking advice.
3. Gather information
We will have a transparent conversation to comprehend your situation, in order to assist us to identify further needs, goals and any potential financial issues.
4. Solve problems
We look at all options available to your situation to maximise positive outcomes
5. Draft options
Together, we will formulate an action plan to consolidate your financial affairs and put you on track towards achieving your goals.
6. Prepare a final solution
Present you with the Statement of Advice that sets out specific advice given to you including recommendations about products and services.
7. Implementing your financial strategy
Once you are comfortable with the pathway to your goals, I will work towards effectively implementing your plan with as little inconvenience as possible.
8. On-going regular advice
As your journey unfolds, we will constantly review the strategy and your goals to ensure that the approach we have recommended is on track.