Financial Advisory
"We are committed to providing our clients with an ongoing service of professional advice and support that includes tailored strategies to suit their individual goals and objectives."
THE ADVICE PROCESS
The financial advice process is tailored to suit your personal need. We will work with you through each step of the below process to help uncover opportunities for your financial future.
Meet and greet
In the initial meeting, your adviser will introduce you to the financial planning process and provide you with a Financial Service Guide. You should read this document thoroughly to ensure you understand the services we provide to help you meet your financial goals.
Understanding your Goals
Our aim is to get a complete picture of your financial life - your work, lifestyle, family and financial commitments. Your adviser will help you to establish your short, medium and long term goals by completing a Financial Needs Analysis during the initial meeting which will involve asking you a number of questions.
Analyse and assess
Your adviser will then review your current situation, consider your goals and then design a plan just for you
Creating a plan tailored to suit you
Your adviser will share your plan with you (Statement of Advice) and explain dearly how this relates to your goals and how they could be achieved. You will also be provided with a Product Disclosure Statement if a particular financial product is recommended. Together with the Statement of Advicem, you will have all the details you need to make an informed decision about implementing the advice.
Putting your plan into action
If you agree to proceed with the advice provided, your adviser will implement this for you. You will then be on the journey towards achieving your goals.
Ongoing review and updates
We recommend you arrange a meeting with your adviser to keep them up to date on your circumstances, ideally every 12 months, or whatever your personal or financial circumstances change. You will also receive account statements from the products providers which show the value and performance of your investments. Where an ongoing advice fee is charged you will also be provided with a free disclosure statement.
Our reputation as a professional services firm is grounded in the success and strength of our clients. We focus on creating a long term partnership with you and our determination of helping you to achieve your goals. Speak to us for more information
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