OUR ADVICE PROCESS
Our advice is built for you and only you.
While our clients go through a similar process, the advice and outcomes are different because it is based on a clients own unique circumstances and goals.
Financial Road Map session
To be in the best position to provide great advice, we need to know about you and your plans for the future. Beyond finding out the facts and figures of your financial position, we'll work together to establish your short, medium and longer term goals. We also need to understand any issues you want to improve or eliminate, plus be clear on opportunities you need to take advantage of.
Strategy Options meeting
After considering your goals and current circumstances, we conduct research and identify the strategies that can be used to improve your future.
We consider the impact of those strategies and work collaboratively to decide the options that will work best for you.
After finalising and documenting the ideal strategies that will work for you, it's action time! We manage the implementation of the recommendations we have made.
Future Planning and Progress meetings
The first 3 stages set the right foundation for the future. However, it is important to stay on-track and adapt as circumstances change.
On a regular basis, we will assess your progress against your goals and consider enhancements that can be made to improve your goal achievability. Not surprisingly, personal and external events often occur along the journey, and this will require the evolution of your plan.
RESULT: You are continually best positioned to get your one best financial life.