- 1. Initial Consultation
- 2. First Glance
- 3. Strategy Discussion
- 4. Advice Presentation & Discussion
- 5. Plan Implementation
- 6. Ongoing Management
- 7. The Road Map
Tell us your story!
Our first conversations are all about understanding you – your goals, dreams and what your ideal future looks like. We want to hear the whole story; what makes you tick, what keeps you awake at night, and what gets you excited about moving forward with a new financial plan securely under your belt.
We have developed a simple yet thorough process which allows us to provide the most efficient and valuable service to our clients.
A lot of our enquiries come via referrals from other clients; people with whom we are already working to create their financial freedom. So if this is you, then you might already know a bit about what we do. For other people, they may be new to our way of working and what we can deliver. For this reason, we will also take the time to go through how we work and talk through any initial questions you might have.
One of the first things we will send you is a form which asks you for some basic information, helping us to discover your current position and where you want to be.
All our discussions are confidential and obligation free, and we want you to feel comfortable from the very beginning that you’re in safe hands with us. So when you’re ready, fill out the form, and we’ll get started.
The first look at the future.
From the initial information that you send us we create an overview of how we could partner with you, and give some insight into your position and some forecasts around how the current trajectory could play out. We may also contrast this with some alternate strategies and scenarios. We call this a ‘Preview’ – a visual snapshot of your current position and future goals. All discussions and advice at this stage are general in nature only. We will present this to you in a meeting, either in person or online.
We always ensure that our clients – and us – are the right fit for each other to make sure we get the best outcomes for everyone, so this is the time to start asking questions. Our aim is to forge a long-term relationship where you know we’ve got your back, so we take our time at this important stage to help you feel comfortable getting to know us.
Transparent communication
Clear communication is key to any successful relationship – and our relationship with each client is something we put above all else. We are committed to clear and transparent communication from the start. At each stage of our relationship with you, we will take the time to explain any complex financial concepts in an accessible way, ensuring you are informed and confident in every decision made.
Putting it all together.
To continue on our journey, we will need to collect some more in-depth information from you. The data collected builds on what you’ve already provided, which helps us ensure we have all the facts and figures ready to create your personalised strategy.
Data collection & financial assessment
The first step is to look at your current financial landscape. We’ll ask you questions about your income, expenses, assets and liabilities to gain a holistic understanding of your financial standing. This is the data collection part, which we sometimes refer to as ‘Getting To Know You’ – it all helps us create a clear picture of exactly where you’re at.
Goal identification
Your aspirations should be the foundation of your overarching financial plan. At this stage we will help you identify and prioritise your financial goals, whether it’s buying a home, funding a family member’s education or planning for retirement. Your goals become our roadmap, guiding the development of a strategy to turn your ideas into reality.
The final point of our initial meeting is to talk through what’s truly important to you and how you’d like your life to look in 10 years’ time. This step is essential as it helps us to develop our initial advice and determine the next steps.
Risk tolerance assessment
Understanding and explaining your tolerance for risk is fundamental to creating an investment strategy that not only suits your comfort level, but also accounts for your stage of life. After you complete a questionnaire, we will engage in a thoughtful conversation to gauge your risk tolerance, ensuring that any proposed financial plans align with your preferences and objectives.
The magic begins!
Once we have the full picture, our team will get together to discuss what’s next for you. This is where the magic begins! Our weekly boardroom round-table involves our financial planners, tax accountants, superannuation specialists, property and lending experts and more to discuss each client’s individual goals, and strategise how we can make them a reality.
During this meeting, we delve into the specifics of your individual goals, identifying the most effective and comprehensive paths to achieve them. This collaborative effort ensures that every facet of your financial plan is crafted to suit your individual needs, taking into account your risk tolerance, time horizon and preferences.
Transparency is at the core of our approach. This meeting is designed to facilitate clear communication and informed decision-making, so when we present our strategy, you know exactly what we are proposing to achieve.
We break down complex financial concepts into understandable insights, empowering you to actively participate in the decision-making process. Your understanding and confidence in the strategies we propose are essential to reaching your destination.
Workshop with you
At this second meeting with you, we will present our best ideas; discussing options to reach your goals, so you can provide us with your feedback and preferences.
Your tailored wealth creation plan.
Wealth isn’t just about accumulation – it’s about building, managing it with prudent financial planning and protecting it with risk mitigation measures for sustainable outcomes.
Ready to go?
Once you have confirmed you would like to move forward, we will create a formalised ‘statement of advice’ outlining the finer details of each individual and specific action that will be taken. Once you have given your signed acceptance of this document, we can begin to put plans into action.
Understanding the roadmap to your future
We will walk you through each component of your financial plan. From investment strategies designed to maximise returns, to tax-efficient planning that minimises liabilities, we provide a detailed overview of how each element contributes to your overall goals.
Transparent and collaborative discussion
Transparency remains a key focus, every step of the way. We want you to be open, ask questions and understand the advice we have provided. In turn we will explain every aspect, ensuring you are comfortable with the approach and understand every step. We want you to be confident in the strategies we’ve proposed and visualise the future you dream of.
We give you as much time as you need to absorb the concepts and pathways we have outlined for you, and we are available for as many questions and conversations as you need before making your decision.
We also need to obtain your signed authority to proceed with enquiring with other financial providers on your behalf, so we will walk you through this process at the same time.
Signed, sealed, delivered!
Let’s skip to the good part: implementing the strategies we’ve crafted together to see your ideas become reality.
This final stage of your journey is where your financial plan comes to life as we action the steps we’ve discussed and agreed upon.
Implementing your overarching financial plan requires precision. Whether it’s adjusting investment portfolios, setting up tax-efficient structures, exploring lending solutions or any other component of your plan, we take a proactive approach to ensure timely execution.
The implementation phase is crucial to the success of your financial strategy, and we strongly recommend that you follow each of the steps we’ve put in place.
We are here to guide you through every step of the process, ensuring a seamless transition from strategy to action.
We’re here for the long haul.
A financial plan is never set-and-forget, and our commitment doesn’t end with the implementation; we continue to execute and monitor the performance of your strategy to ensure ongoing success.
We recognise the need for adaptability to respond to changing conditions and moving goalposts in today’s dynamic financial landscape. We provide an ongoing process of closely measuring and adjusting your strategy to ensure it is meeting all objectives.
We understand that life changes unexpectedly. Wins, losses, windfalls or pitfalls; it’s important to keep us up to date with any major changes to your position so that we can continue to support you accordingly.
We are here to drink the champagne with you too when you hit those milestones that we have spent years working towards together!
Our ongoing service gives you peace of mind knowing that your future is secured, no matter what happens in the world around you.
A road map of your journey to success.
- 1. Initial Consultation
Tell us your story!
Our first conversations are all about understanding you – your goals, dreams and what your ideal future looks like. We want to hear the whole story; what makes you tick, what keeps you awake at night, and what gets you excited about moving forward with a new financial plan securely under your belt.
We have developed a simple yet thorough process which allows us to provide the most efficient and valuable service to our clients.
A lot of our enquiries come via referrals from other clients; people with whom we are already working to create their financial freedom. So if this is you, then you might already know a bit about what we do. For other people, they may be new to our way of working and what we can deliver. For this reason, we will also take the time to go through how we work and talk through any initial questions you might have.
One of the first things we will send you is a form which asks you for some basic information, helping us to discover your current position and where you want to be.
All our discussions are confidential and obligation free, and we want you to feel comfortable from the very beginning that you’re in safe hands with us. So when you’re ready, fill out the form, and we’ll get started.
- 2. First Glance
The first look at the future.
From the initial information that you send us we create an overview of how we could partner with you, and give some insight into your position and some forecasts around how the current trajectory could play out. We may also contrast this with some alternate strategies and scenarios. We call this a ‘Preview’ – a visual snapshot of your current position and future goals. All discussions and advice at this stage are general in nature only. We will present this to you in a meeting, either in person or online.
We always ensure that our clients – and us – are the right fit for each other to make sure we get the best outcomes for everyone, so this is the time to start asking questions. Our aim is to forge a long-term relationship where you know we’ve got your back, so we take our time at this important stage to help you feel comfortable getting to know us.
Transparent communication
Clear communication is key to any successful relationship – and our relationship with each client is something we put above all else. We are committed to clear and transparent communication from the start. At each stage of our relationship with you, we will take the time to explain any complex financial concepts in an accessible way, ensuring you are informed and confident in every decision made.
- 3. Strategy Discussion
Putting it all together.
To continue on our journey, we will need to collect some more in-depth information from you. The data collected builds on what you’ve already provided, which helps us ensure we have all the facts and figures ready to create your personalised strategy.
Data collection & financial assessment
The first step is to look at your current financial landscape. We’ll ask you questions about your income, expenses, assets and liabilities to gain a holistic understanding of your financial standing. This is the data collection part, which we sometimes refer to as ‘Getting To Know You’ – it all helps us create a clear picture of exactly where you’re at.
Goal identification
Your aspirations should be the foundation of your overarching financial plan. At this stage we will help you identify and prioritise your financial goals, whether it’s buying a home, funding a family member’s education or planning for retirement. Your goals become our roadmap, guiding the development of a strategy to turn your ideas into reality.
The final point of our initial meeting is to talk through what’s truly important to you and how you’d like your life to look in 10 years’ time. This step is essential as it helps us to develop our initial advice and determine the next steps.
Risk tolerance assessment
Understanding and explaining your tolerance for risk is fundamental to creating an investment strategy that not only suits your comfort level, but also accounts for your stage of life. After you complete a questionnaire, we will engage in a thoughtful conversation to gauge your risk tolerance, ensuring that any proposed financial plans align with your preferences and objectives.
The magic begins!
Once we have the full picture, our team will get together to discuss what’s next for you. This is where the magic begins! Our weekly boardroom round-table involves our financial planners, tax accountants, superannuation specialists, property and lending experts and more to discuss each client’s individual goals, and strategise how we can make them a reality.
During this meeting, we delve into the specifics of your individual goals, identifying the most effective and comprehensive paths to achieve them. This collaborative effort ensures that every facet of your financial plan is crafted to suit your individual needs, taking into account your risk tolerance, time horizon and preferences.
Transparency is at the core of our approach. This meeting is designed to facilitate clear communication and informed decision-making, so when we present our strategy, you know exactly what we are proposing to achieve.
We break down complex financial concepts into understandable insights, empowering you to actively participate in the decision-making process. Your understanding and confidence in the strategies we propose are essential to reaching your destination.
Workshop with you
At this second meeting with you, we will present our best ideas; discussing options to reach your goals, so you can provide us with your feedback and preferences.
- 4. Advice Presentation & Discussion
Your tailored wealth creation plan.
Wealth isn’t just about accumulation – it’s about building, managing it with prudent financial planning and protecting it with risk mitigation measures for sustainable outcomes.
Ready to go?
Once you have confirmed you would like to move forward, we will create a formalised ‘statement of advice’ outlining the finer details of each individual and specific action that will be taken. Once you have given your signed acceptance of this document, we can begin to put plans into action.
Understanding the roadmap to your future
We will walk you through each component of your financial plan. From investment strategies designed to maximise returns, to tax-efficient planning that minimises liabilities, we provide a detailed overview of how each element contributes to your overall goals.
Transparent and collaborative discussion
Transparency remains a key focus, every step of the way. We want you to be open, ask questions and understand the advice we have provided. In turn we will explain every aspect, ensuring you are comfortable with the approach and understand every step. We want you to be confident in the strategies we’ve proposed and visualise the future you dream of.
We give you as much time as you need to absorb the concepts and pathways we have outlined for you, and we are available for as many questions and conversations as you need before making your decision.
We also need to obtain your signed authority to proceed with enquiring with other financial providers on your behalf, so we will walk you through this process at the same time.
- 5. Plan Implementation
Signed, sealed, delivered!
Let’s skip to the good part: implementing the strategies we’ve crafted together to see your ideas become reality.
This final stage of your journey is where your financial plan comes to life as we action the steps we’ve discussed and agreed upon.
Implementing your overarching financial plan requires precision. Whether it’s adjusting investment portfolios, setting up tax-efficient structures, exploring lending solutions or any other component of your plan, we take a proactive approach to ensure timely execution.
The implementation phase is crucial to the success of your financial strategy, and we strongly recommend that you follow each of the steps we’ve put in place.
We are here to guide you through every step of the process, ensuring a seamless transition from strategy to action.
- 6. Ongoing Management
We’re here for the long haul.
A financial plan is never set-and-forget, and our commitment doesn’t end with the implementation; we continue to execute and monitor the performance of your strategy to ensure ongoing success.
We recognise the need for adaptability to respond to changing conditions and moving goalposts in today’s dynamic financial landscape. We provide an ongoing process of closely measuring and adjusting your strategy to ensure it is meeting all objectives.
We understand that life changes unexpectedly. Wins, losses, windfalls or pitfalls; it’s important to keep us up to date with any major changes to your position so that we can continue to support you accordingly.
We are here to drink the champagne with you too when you hit those milestones that we have spent years working towards together!
Our ongoing service gives you peace of mind knowing that your future is secured, no matter what happens in the world around you.
- 7. The Road Map
A road map of your journey to success.
Tell us your story
We leave the dreams and aspirations to you! Our job is to pull it all together and ensure you receive the right information and advice across every aspect of your financial journey, including investments, accounting, superannuation, insurances, property, estate planning and so much more.
It can be difficult knowing where to start when it comes to your future. Setting goals is the easy part, but figuring out how to get there can be totally overwhelming!
So, sit down with us and tell us your story, and we’ll show you how we can partner with you to bring it to life.
There are no obligations and all discussions are confidential.