Partnering process

Your financial needs are personal and individual, experience has shown us that clients need personalised advice that is tailored to individual circumstances.

We do not believe in high pressure sales and want you to feel comfortable during our partnership.

Our Partnering Process is set up to understand you and your needs, that will enable us to prepare advice that is specific to your goals and financial situation.

  • First contact: 10 minutes

    Generally an initial phone call, this is an opportunity for you to identify why and if you need advice.

    Meeting preparation: 5 - 10 minutes

    We will send you a link to a brief questionnaire to collect information for our first meeting.

    First meeting: 60 - 90 minutes

    We come together to discuss your goals and objectives, discuss likely costs of the advice and an overview of the process. Your goals are the foundation of the advice that we will prepare for you.

    Data collection: 10 - 30 minutes

    You will be given access to our purpose-built website that will allow you to input your financial data in preparation of our second meeting. This will allow us to prepare some financial modelling to be used in the strategy overview.

    Modelling & Strategy overview: 60 - 90 minutes

    We will come together again and confirm your financial details before discussing some of the strategies that might apply to your situation. We would then go over your financial models to give you an indication of the value of the advice. Lastly, we will confirm the fees for the advice, and when you are ready to do so, obtain your permission to prepare a plan for you.

  • Research:

    We will collect data from your current providers to ensure that we have the latest and complete information that we legally require to be able to give you advice.

    Prepare your plan:

    We will prepare your plan and send it to para-planning to build the document. We use only onshore para-planning, meaning all your data stays in Australia

    Advice delivery preparation:

    We will set a meeting to go over the recommendations and send you a copy of the advice prior to the meeting, allowing you time to explore the recommendations in depth.

  • Advice presentation: 60 - 90 minutes

    We will go over the advice in the plan in detail with the aim that you will be across why each recommendation is included and how it will work for you.

    Authority to proceed:

    When you are ready and satisfied with the plan, we will seek your approval to proceed with the advice and implement it on your behalf.

  • Reviews:

    30 - 90 Minutes.

Minimalist white desk with a white vase holding dried flowers, a small white clock, an open book, notebooks, pens, a green tray, and decorative objects including a white bust and a small white book with green accents.