When you seek financial advice, we’ll take a step-by-step approach to help you reach your goals. Here’s what you can expect:
|An initial consultation informs you about us and helps us get to know you. During this meeting we will begin forming an understanding of your financial and lifestyle position and any financial challenges you may be facing. We’ll give you information about the financial advice process and costs.
|We will seek information from you so together we can identify and prioritise your goals. We will agree on the main areas to focus on, what it may cost, and how long it may take to prepare your written advice document.
|Evaluate & Consider
|We consider your financial situation and formulate specific personalised recommendations and strategies which we present and explain in your Statement of Advice.
|Discuss our recommendations and make sure you are comfortable and understand the advice, we will then implement the agreed strategy.
|Monitor & Review
|After your initial plan is in place, we will periodically review your objectives, achievements and ongoing needs as your life changes and when economic, tax and legislative changes impact your strategies.