Roadmap to Success
Success in most areas of life requires planning. Without planning you don't know where you are going, how to get there or even why you want to go there in the first place. Financially successful people know where they are going and why. They explore their strategic options and develop a roadmap for their success.
Our Simple 7 Step Financial Advice Process
For some this step will be easy and you won’t need much, if any, help. For many it will be hard to articulate the why’s and what’s. To help, our initial meeting/s typically include allocating significant time to finding out why you are seeking help and what you are looking to achieve. ?"
Only when we have an understanding of what is important to you and what that means via your goals and objectives do we move onto to finding out what your current position looks like, via the Data Collection step.
To streamline data collection we ask that clients enter personal details via the website (Login - Client Portal) and forward documentation relating to investments, insurance, tax returns, etc. either via the secure file transfer facility on our website, Dropbox or Australia Post. You know your personal details better than anyone and will be able to enter them faster than us. You also remove the need for us to duplicate the exercise. With the documentation, we know what we are looking for and will be able to extract required details faster. All we need you to do is gather the required documents and forward them on.
We will again communicate via phone, email and/or meeting to make sure you understand the recommendations presented and how they address your objectives and goals.
You can choose to implement all recommendations yourself or engage us to assist you implement some or all of the recommendations.
For clients looking for ongoing advice and/or coaching on their financial affairs we offer a number of options. It can be a Strategic Review service, where specific investment/insurance recommendations are excluded, or a Comprehensive Review service where specific investment/insurance recommendations are inlcuded. There is also flexibility as to meeting/review frequency. Again, you select the option that best meets your needs, be it Annual, Half-Yearly, Quarterly or Monthly.