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

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

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.

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.

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.

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.

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

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.

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.

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.

On an ongoing basis we will meet with you to ensure that you are on track with your goals, celebrate the goals achieved and to add new goals as they come up. We would then remodel your revised situation and advice accordingly.