How We Work With You.
Discovery.
Discovering your “Why”
Your first appointment with us is our Discovery Session. In this meeting we find out:
What is your financial position
What are your financial and life goals
What is important to you
We spend as long as it takes with you to discover what we need to know in order to help you achieve your goals. Before you come to our Discovery Session we ask you to complete a financial health-check and provide us with some of your important financial documents (i.e. tax returns, super statements etc.). This helps us to get all the information we need to make sure we can offer you the right advice for you.
At our Discovery Session you get a clearer picture of your financial situation by presenting all of your information in one place. After this meeting you’ll have more confidence about your financial position, your goals, and have an indication of what strategies you can consider.
Strategy.
Determining the right “How”
Once we determine your specific goals, we begin work on your financial plan. This is called your Statement of Advice.
We offer advice and assistance in the following areas:
Personal:
Savings and wealth creation strategies
Investment management and planning
Superannuation planning and advice
Self-Managed Super Fund (SMSF) advice
Retirement planning advice
Estate planning considerations
Centrelink advice and assistance
Life insurance and family protection
Tax planning and tax minimisation
Lending and debt management advice
Age care transition advice
Business:
Key personnel insurance and advice
Business succession planning
Partner/shareholder insurance and advice
Our commitment is to prepare a financial plan for you which we believe will maximise your financial benefit and meets your goals.
Partner.
Implementing the “What”
Once we have prepared your financial plan, we arrange to meet with you once again for our Advice Presentation Meeting. During this meeting we will outline our recommended advice and strategy. Our advice will detail the relevant steps required to carry out the advice recommended. At this meeting we will provide you with clear directive on how we will achieve your desired financial and life goals.
Our annual review process
From here on in, we partner with you to ensure you achieve each of your goals. You have access to contact our team for advice and support as any issues arise. We offer our clients a review meeting each year where we review your financial position, make adjustments to your strategy and ensure you remain on track to achieve your goals.