Advice Process

1.  DISCOVERY

You will meet with your financial adviser who will get to know your current situation, your goals, needs and desires.
This is an opportunity for you to get to know us, and how we can assist with your financial plan. 
We will provide our Financial Services Guide, and discuss our terms of engagement prior to you making any commitment.

2.  RESEARCH AND ANALYSIS

We will research your existing financial products, and analyse your current situation to determine an appropriate course of action to meet your financial goals.

3.  YOUR STRATEGY

We will develop an appropriate financial strategy i.e. your Financial Plan, to help you meet your goals, desires and objectives after discussing the options available to you.

4.  RECOMMENDATION

Our Paraplanners will convert the strategy we discussed into a formal and well considered Statement of Advice. 
We will meet with you to present your Financial Plan. After our discussion you will have an understanding of exactly how you can move towards achieving your financial objectives.

5.  IMPLEMENTATION

On acceptance of your financial plan detailed in your Statement of Advice, we will implement your strategy which may involve consolidating your superannuation, opening an investment account or making changes to your personal insurance.
We will assist you to complete the necessary documentation at all stages.

6.  ONGOING SERVICE AND ADVICE

Following the implementation of your Financial Plan, our support and guidance has only just begun. The key to the success of the advice we give you is the ongoing support and advice.
We will offer a regular review of your financial situation and products to ensure they remain appropriate to your personal circumstances and financial objectives
We will regularly provide you with a summary of your current financial products. This document is individually tailored to outline your current products, and provides a snapshot of useful information at a glance.

You will be working with an experienced, qualified professional, which will give you the confidence to make the right financial decisions for the future, and to save you valuable time.

We have designed a dedicated administration service to ensure you are supported by a team of client service professionals. We take pride in our administration expertise and personal customer service.

Internal research procedures supported by Financial Wisdom and access, via our website, to our quarterly newsletters will provide you with up to date market and legislative information ensuring you remain informed of changes affecting you both now and in the future.