FINANCIAL ADVICE PROCESS
INITIAL ENQUIRY.
Schedule an initial call with a licensed adviser to discuss your goals, needs, current situation and answer questions.
FACT FIND & PRELIMINARY RESEARCH.
After initial call, we send a secure digital Fact Find link to gather details about assets, liabilities, income, budget, goals etc. and then conduct preliminary strategy research and projections.
GOALS MEETING.
Once you have completed the Fact Find and we have conducted preliminary research, we meet to discuss your goals, potential strategies to improve the outcome and how you are currently tracking towards your goals.
STRATEGY RESEARCH & PROJECTIONS.
Following our Goals Meeting, we conduct in-depth research into the strategies that will best meet your goals, run projections to determine the outcome and compare with how you are currently tracking.
STRATEGY MEETING.
ln the strategy meeting, we discuss in detail the strategies that will best meet your goals, expected outcomes, costs and the process moving forward.
STATEMENT OF ADVICE (SOA) CREATION.
Statement of Advice is the document that provides you with the details of our advice for your records.
SOA PRESENTATION.
Your SoA is sent to you for presentation where the advice is explained to ensure you have a full understanding and your questions are answered.
IMPLEMENTATION.
Once ready to proceed the next step is to sign the Authority to Proceed allowing us to start the implementation process. Sit back while we put the strategies in place for you.
ONGOING REVIEWS & ADVICE.
Quality financial advice is not just a set and forget approach. We provide an ongoing service to closely monitor your strategies, personal circumstances and legislation changes to ensure you stay on track to achieving your goals.
