Working Together
Step 1
Getting to know your goals and your current position
In our first meeting we will get to know you. We’ll ask about what you’d like your future to look like (your goals) and review your current financial position.
Once we have identified your short and long term goals, we then take a strategic look at your position – your structures, your assets and investments, your Super, debts, insurance and your tax position.
We will highlight areas where you would benefit from our service.
We will only take you onboard as a client if we are certain we can deliver great value and results to you, above any fees.
Step 2
Advice Development
We will start putting your Plan together once we have a deep understanding of the issues that are important to you, and where you’ll benefit from receiving our Wealth Management Advice. By this stage we’ll also have received from you your photo Identification, and Super/investment statements, and any documentation that is required. We can be put in touch with your accountant or solicitor to assist, if you prefer. Otherwise we can help you gather this information.
We then begin to develop your Advice recommendations by exploring a range of comprehensive strategies to ensure your money will be working hard for you, whilst minimising tax. We’ll also develop your unique investment portfolio that aligns with your risk profile and goals.
Step 3
Presenting Your Financial Advice
Once your Financial Plan is ready, with the supporting research, we organise a meeting where we walk you through each step and recommendation. We will ensure you understand the main points and benefits of every part of your plan.
Step 4
Implementing Recommendations
Once you are comfortable to go ahead, we’ll provide you with the documentation to help get your recommendations in place, and your money better working for you.
Where required, we’ll happily work together with your accountant or solicitor or past financial adviser.
Step 5
Providing ongoing service and reviews
Many things can change over time – your situation, your goals, the economy and regulations. Over time we’ll continue to ensure your plan is on track and optimised to make the most of your opportunities.