These steps set out our advice process, which can be customised to best suit your situation.
Advice Process
Initial Consultation
Identify Goals and Assess Situation
Present and Discuss Advice
Implement the Agreed Recommendations
Monitor, Review and Refine
Our initial meeting is an opportunity for us to discuss your personal and financial situation, goals and expectations. We provide you with an overview of our capabilities, our process and how we work with clients like you. There is no cost for this meeting.
You provide us with detailed information so we can assess and identify opportunities to improve your position. At this stage we would define the scope of our engagement, including the applicable fees for the advice preparation (from $2,200 incl GST), for your consideration.
On accepting the terms of engagement, we commence the detailed analysis and preparation of the advice document containing our recommendations for you.
We meet with you to present your financial plan, discussing the strategies and recommendations in detail. This can often be a 2 or 3 part process, moving forward at a pace that suits you, to ensure you are comfortable with the recommendations.
On accepting our recommendations, we commence the process of implementing the agreed strategy.
Communication is the key, keeping you informed as we move through this process.
In our ever-changing world, it is essential to continually monitor, review, and adjust your position to align with your goals and objectives.
Ongoing contact and scheduled review and progress meetings are a key component of our successful relationship with you.
Fees for our ongoing advice services will be outlined in your advice document (from $3,300 pa incl GST).