In order to provide advice and begin structuring a strategy to secure your financial future, we need to fully understand your current financial position and your goals.
This initial consultation typically takes about one to two hours. We discuss your objectives with you and gather information about your current situation and outline some broad strategies we feel will achieve those objectives. In the interests of being completely open and transparent we will also explain our fees and charges.
In order to establish a relationship with you there are some important steps we will need to take to ensure your expectations are met. While the diagram on the previous page does not represent a full overview of the work we will undertake on your behalf it does illustrate the steps involved in the financial planning process.
PLAN & PREPARATION
Having gained an understanding of your financial needs we will prepare a financial plan that is designed to achieve your goals and objectives within desired time frames. This financial plan outlines the key recommendations and investment strategies we believe are best suited to achieving your goals.
In preparing these recommendations and strategies we compare and evaluate various investment options to arrive at a solution that is designed to suit your needs.
Outlined below are our packages which varies depending on the scope of work involved in the preparation and implementation of your Financial Plan. Our fees are disclosed in the “Financial Plan Proposal document” and agreed upon before we undertake any work on your behalf.
Typically appropriate when there is complex strategy development and numerous areas of advice e.g. transition to retirement strategy.
Typically appropriate when your requirement for advice is within a specific area of need. e.g. Superannuation Strategies, Wealth Creation.
This is typically a transactional type of plan that involves limited advice. e.g. Consolidation of Super, and one off investments.