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.
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.
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: