Surviving the silly season
20th December 2024
Our Process
Our Financial Planning Process
Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Discovery Meeting:
Your adviser will get to know you by gathering information about you and help you identify your goals for the future.
Developing Strategies:
Your adviser will prepare a series of financial models showing you what your current financial progress looks like and how your future can be improved with advice.
Plan Presentation:
Your adviser will prepare and present a written financial plan outlining our recommendations to you.
Implementing your plan:
When you are ready, your adviser will put your financial plan into action.
Review Service:
Your adviser can provide an ongoing review service to review your progress and keep you on track.