Our Process
Steps For Your Financial Success.
1
Initial Discovery Meeting.
This meeting is a valuable opportunity for us to gain a deep understanding of your circumstances and engage in meaningful conversations about your key goals and objectives. As we explore a realistic plan and timeline to transform your dreams into reality, our discussion will delve into the specifics, including your assets, liabilities, income, expenses, risk comfort, health condition, and family dynamics. Rest assured, the meeting is fully private and confidential.
2
Strategy Development
As we understand your unique priorities and aspirations, we’ll craft a personalized financial plan to align with your lifestyle goals and objectives. Whether you’re aiming to create wealth, buy property through SMSF, reduce taxes, boost your super, create a retirement income stream, or actively manage your portfolio, we’re here to help. Expect a detailed road map that safeguards and secures your future as we work together to achieve your specific financial goals and beyond.
3
Advice Preparation
Once your personalized financial plan takes shape, we’ll document it to ensure complete transparency. This written roadmap, known as a Statement of Advice (SoA), outlines details about you, our advice and recommendations, your investment details, associated costs, and the ongoing service and care you’ll receive. We’re committed to cost-effective strategies, steering clear of unnecessary expenses. Think of the SOA not just as a legal document but as the vital guide to your financial goals, meticulously crafted to secure your financial future.
4
Financial Plan Presentation
Once your SOA has been completed, we will arrange a meeting to take you through our recommendations. Our aim is to explain, what can be complex concepts and industry jargon in plain English so that you can fully understand how we manage your strategies and your money. During this session, we will explain each recommendation and justify our reasons for making each one and the impact it will have on your financial situation. Additionally, we may present alternatives where applicable.
5
Plan Implementation
Once you are Happy to Proceed, we will then complete the rest of the process for you to ensure nothing slips through the cracks, so you don’t have to worry. Depending on the recommendations, we would establish new super or investment accounts,manage superannuation rollovers and account consolidation, establish self-managed super funds, organize cash transfers, establish income streams, make off-market share transfers, insurance applications and liaise with your solicitor or accountant.
6
Ongoing Review.
As life evolves, so does the financial landscape affected by your circumstances and ever changing laws. Depending on the service agreement, we’ll meet at least annually to ensure plans align with your circumstances. Our service focuses on a long-term, quality relationship to add genuine value, providing confidence and peace of mind in securing your financial future.