• Suite 1a, Level 1, 902 Mount Alexander Road Essendon VIC 3040
  • CALL US03 9375 7644

Our Approach

The Financial Planning Process

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.


This meeting is about you and us getting to know each other.

  • Getting a snap shot of where you are now
  • Your financial objectives
  • Your goals for the future
  • Your expectations

Together we will discuss the available opportunities to help you meet your goals and objectives, the feasibility of these strategies and any gaps. At this meeting, you will have the opportunity to agree on fees before proceeding.

The strategies contained in your Statement of Advice 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 match your needs to the selected strategies and investments.

The agreed strategies will then be implemented and our team will facilitate the required paperwork and help you through every step of the process.

This includes:

1.Completing and submitting application forms

2.Follow ups with superannuation funds, life insurance companies and investment managers to ensure successful completion.

We place significant emphasis on the need for ongoing reviews, for you to meet the lifestyle you desire. This includes:

  • You will want to know how you have progressed and if you are meeting your lifestyle and financial objectives.
  • Life happens…things change…goals are shifted; it’s important to regularly review where you’re at and make sure that we can keep you on track