I have 5 important steps to help us work together to achieve your financial goals.

Discovery.

It’s important that we get to know and understand each other. At our initial Discovery Meeting I get the opportunity to listen to you and get a clear picture of your current position, and how you got to where you are today. 

 Then we delve into your short and long-term financial and personal goals. For many of us, this can be the first time you’ve articulated or considered your goals, so it can be a thought-provoking process. 

Once I have a clear understanding of your position, we can chat about where I can add value, what services I can provide, and what fees are associated. 

Our first conversation is complimentary and obligation free.

Should you then wish to engage our services, we agree to the areas of advice I will cover and the work begins. I’ll ask you to provide all personal and financial details by completing a Client Profile.

Review & plan.
I review your completed Client Profile in fine detail (there may be some follow-up questions to make sure we have a full understanding of your financial landscape).

After an in-depth analysis and consideration of your objectives, I prepare advice and strategies to assist you in achieving the best possible outcomes. The time frame to prepare this advice is typically 2-3 weeks.

Advice presentation.

I will present the advice and recommendations to you in a way that’s easy to understand. I invite you to chip in, ask questions and interrupt me during our presentation as often as you like. By making it interactive, it creates greater clarity for you and a clearer path forward. 

Implementation.
Once you’ve had the opportunity to review your Financial Plan and have had all of your questions answered, you can decide to proceed with the recommendations in full, or start with just some of the recommendations. 

Once the paperwork is completed, either in person or online, our advice and strategies are implemented. 

Ongoing service.
Now that you are underway, it is important to ensure that you are meeting your objectives and remain on-track. We meet at regular intervals to review your position and make sure they align to your objectives. 

I will also keep you up-to-date with any legislative changes that may impact on our advice and provide you with an update of investment markets if investment portfolio solutions have been implemented for you.