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Meet your Financial Adviser

1
Initial Appointment

Meet with one of our advisers to establish your financial goals, such as retirement, buying a home, or education expenses. By the end of this appointment, we will know if we are able to help you with personal advice. It is up to you if you would like to proceed.

2
Data Collection and Research

With your approval, our team will collect your superannuation / Investment and insurance information and research your products to ensure that they meet your needs.

3
Second Appointment

During your second appointment we will confirm your financial goals and objectives, review your holdings, go through our research and confirm with you if you would like to proceed with advice.

Preparation and Presentation of Advice

4
Development of your Statement of Advice

We will use the information we have collected to build a plan tailored to your financial goals and objectives.

5
Statement of Advice Appointment

In this appointment we will present your Statement of Advice and go through our recommendations.

Implementation of Advice

6
Paperwork and Applications

You will complete any relevant paperwork and sign your Authority to Proceed. Implementation can often take a few of weeks, rest assured that our team will be there each step of the way.

Review

7
Regular Review and Adjustment

We will continuously monitor your financial plan’s progress, adjusting as necessary to changes in your goals, financial situation, or market conditions.