How we help

Secure your financial future. One step at a time.

Step 1: Getting to Know Each Other

In this first appointment we “paint a picture” of who you are. We discuss where you are now and where you want to be in the future – and pinpoint your personal and financial goals and objectives. It is an opportunity to address the financial elements of your current lifestyle, including income, expenses, personal assets and liabilities; current personal insurance cover; and investments and superannuation.

Step 2: Make a Plan

Once we have gathered the relevant information in Step 1, we formulate strategies in line with your needs and objectives, provided to you in the form of a financial plan, which is also referred to as a “Statement of Advice” (SoA). This plan will help provide you with clarity and direction and make sure you are on track to achieve what is most important to you.

Step 3: Presentation of the Financial Plan

Once the Financial Plan (SoA) has been completed we schedule an appointment to present this advice, addressing each of the recommendations in detail, and discussing any concerns that you may have.

Step 4: Put Your Plan to Work for You

The true value of a Financial Plan lies in its implementation. Once you are confident in the recommendations presented in Step 3, we then get to work to put your Financial Plan into action.

Step 5: Ongoing review

It is important to note that, once your plan has been implemented, we will continue to work with you to ensure that your plan remains up-to-date and relevant to your needs and goals.

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