What's the Process?

 The financial planning process typically involves 3-4 meetings, giving your adviser time to understand you, work with you on potential strategies, and finally to present to you the final advice recommendation. In the same way, these meetings are an opportunity for you to get to know your adviser and confirm that it’s a good match to work together going forward. Below is a brief overview of the process and purpose of different meetings.

1. Discovery Phone Call – Quick 15min chat to discuss your current situation and your requirements. Also a great opportunity for you to ask any urgent or important questions that you may have.
2. Initial Client Meeting – First formal meeting with the purpose to delving deeper into discussions around you, your needs and your goals for the future. During this meeting your adviser will also give you an overview of the areas they give advice, steps in the process and provide some examples of the ways in which they’ve recently helped clients in a similar situation to yourself.
3. Strategy Meeting/s – Depending on complexity, either a singular or multiple meetings to work through potential strategies, provide feedback on existing superannuation, investments, budgets and insurances, and work towards developing the financial plan suitable for you.
4. Advice Presentation – As the name suggests, this meeting is the final meeting in the initial advice process, with the purpose of presenting you with your own personally-tailored Financial Planning Strategy. Think of it as the final piece of the planning puzzle, with your adviser delivering a document outlining all of their recommendations to implement to achieve your goals.
5. Ongoing Advice Service - Following advice being presented and implemented, you’ll now be enrolled in our Ongoing Advice Service. As we all know, life can change very quickly, so it’s important for many of our clients that we catch up regularly to review the strategy and get an update on your situation.