Financial Planning Process

Establish – Initial Consultation

Your first meeting with us is free from any obligation and is at our cost, not yours. We prefer this initial contact to be quite relaxed so that you can decide whether you are comfortable with us, and we can see whether we are able to be of any assistance to you.

This is a FREE 1 hour in office appointment to help us to:

  • understand your current financial position
  • discuss your financial goals, dreams and objectives
  • Map out potential strategies and opportunities available to you

Collect & Analyze

If you are happy for us to proceed with some recommendations, the next step is for us to collect all the facts and information that we will require (this is called a “fact find”).  This information will enable us to explore and analyse all the possible strategies that could assist you in meeting the objectives and goals that you shared with us in the initial meeting. This allows us to develop a written recommendation called a “Financial Plan” or “Statement of Advice”.

Plan Presentation

The next step is for us to meet again and go through the Statement of Advice with you.  This is where we discuss the recommendations and strategies as outlined in the plan and the costs going forward.  We take the time to ensure that you understand the strategies that we have devised for you, and show how they have been specifically tailored with your best interests in mind.

No decisions will be made until you have had ample time to read through the plan again at your own leisure, ask any questions that you may have and have considered our advice.


Once you have authorised us to proceed, our team will help you with all the necessary application forms and will track the paperwork to completion, keeping you informed along the way.

Maintain & Review

As our Client you want to be kept up to date about your investments and know that you are progressing towards your goals. Likewise, as your Financial Planner we also need to be kept updated with any change in personal circumstances, so that we can adapt and change the plan as required. Once we have successfully implemented your financial plan and it is in progress, we need to maintain it and regularly review to ensure that you remain on track.

No matter what stage of life you are in or what your financial goals are, we are here to help. Together, with our team of qualified Financial Planners we will work closely with you to develop a personalised, comprehensive Financial Plan that will help you to grow and protect your wealth.

We look forward to working with you and helping you achieve the financial freedom that you deserve.