Meeting 1
1. Our introduction
During this meeting we will define how we operate and gain an understanding of what you seek from a financial planner. We will also provide you with full details of our services and how we are paid for this advice.Read our Financial Services and Credit Guide.
2. Gather information
Here we determine your attitude to risk and gather a detailed understanding of your financial position, your goals and objectives. This is critical in providing relevant, personalised advice.
3. Analysis of your needs, goals and objectives
Here we determine short, medium and long term income needs, estimate expenditure requirements and other personal and business needs.
Advice Preparation
4. Develop strategies and write a Statement of Advice
Using the information collected we develop the most suitable financial strategy to achieve your objectives. This is formalised through a written Statement of Advice (SOA). The SOA is a formalised plan which states our recommendations and outlines a path to reach your financial goals.
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Meeting 2
5. Presentation of the Statement of Advice
We discuss the recommendations with you and confirm that the solutions meet your individual goals and objectives.
Implementation
6. Implement your financial plan
We complete the necessary documentation and decide the ongoing level of service that you require.
Review
7. Review your portfolio and financial plan
In accordance with your service package, we will review your complete plan on a regular basis to ensure that it continues to contribute to your financial growth and security, as well as meet your changing needs and objectives.
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