1) Make an Appointment
Please contact our office to make an appointment with our financial services team. We will inform you of any information you may need to bring along to our initial meeting.
2) Meet & Greet
The meeting provides us with an opportunity to get to know one another by discussing your current financial position, any issues or concerns you may have and your financial objectives. From this insight into your personal circumstances, we will be able to flag some potential strategies that may be suitable.
At the conclusion of the meeting, if you wish to engage in our services, we will prepare Terms of Engagement, outlining the services we will provide and the cost associated with the advice.
3) We develop strategy recommendations by preparing a written Statement of Advice
Once you have decided to engage in our services, we will conduct a thorough financial analysis and prepare strategies to assist you in achieving your financial objectives and your desired lifestyle. We will prepare a Statement of Advice document for you, detailing our strategy and product recommendations. We are obliged to provide our recommendations in writing.
4) We meet to present & discuss Statement of Advice
You will have the opportunity to meet with us again in person or via the phone to review the Statement of Advice we have prepared. From this, you will have a clear understanding of the strategy and product recommendations made, how they will allow you to meet your financial objectives and address any queries or concerns you may have.
5) Securing your financial future – implementation
If you elect to proceed with our recommendations, we will promptly arrange for the implementation of our advice. The implementation process can often be a time consuming and complex process, however, you will have piece of mind knowing we will take care of this for you. We will keep you up-to-date throughout the process and provide you with confirmation once the implementation process has been completed. You will then be on your way to achieving your financial objectives and securing your financial future.
6) Staying on track – regular financial reviews
To ensure you remain on track to achieving your financial objectives and address any changes to your circumstances, you will have the opportunity to review your financial affairs either quarterly, half-yearly or annually. Together, we will determine the most suitable ongoing advice package for you.
We look forward to assisting you. Please contact our office on 02 9891 9333 or email firstname.lastname@example.org to get started or clarify any of the steps above.