Benefits of Financial Advice

Tailored, professional financial advice can help you make informed financial decisions and create long-term financial security for you and your family. A financial adviser can assist you with managing and meeting your short and long-term financial needs, from starting out in the workforce right through to planning for retirement.

A Next Phase Wealth adviser can:

• give direction and meaning to your financial decisions
• put a strategy in place to help you build and protect your income and investments
• help you implement strategies and investments that suit your investor profile
• develop a life plan and assist you to plan for major changes in your personal circumstances, e.g. retirement
• help you understand the long-term effects of your financial decisions
• help you monitor progress towards achieving your financial goals

The Financial Planning Process

In order to ensure your financial plan is right for you, we conduct an assessment of your financial position and take you through a series of steps.

Step 1           Complimentary consultation
Meet for an initial complimentary consultation to gain a better understanding of your needs and provides you with the opportunity to learn more about us.

Step 2           Listen to your needs
We collect information using a confidential questionnaire to determine your personal objectives, your attitude toward risk and security and your interest in different types of investments.

Step 3           Individual solutions developed
Your adviser will develop an appropriate financial plan recommending thoroughly researched investments and strategies which meet your needs in a tax effective manner.

Step 4           Strategy presentation and refinement
The strategies contained in the plan will be personally presented to you and discussed in full, to ensure that you are comfortable with the approach we have recommended. This ensures we precisely match your needs to the selected strategies and investments prior to implementation.

Step 5           Strategy implementation
The agreed strategies will then be implemented and your adviser will help you complete the relevant paperwork and will then place the recommended investments, insurance, superannuation or lending documents on your behalf.

Step 6           Measurement and review
Once your plan is in place, a review program will commence by mutual agreement. We view this step as a critical element in turning your financial goals and dreams into a reality.

 Your Initial Consultation

In order for us to accurately assess your current situation and create an appropriate financial plan, we may need you to provide us with a range of information.

Click here to download a checklist of some of the most relevant documentation that you should bring to your first financial consultation. For more information speak to your adviser.