Our Process

Our Process

Current regulations require that any personal advice must be appropriate to your circumstances. While you have the right not to disclose personal information, you need to be mindful that any advice you receive may not be appropriate to your individual needs and financial situation. Our 7-step process involves:

Step 1
An initial consultation that allows us to find out about each other.
Step 1
Step 2
We will collect all the information we need from you (sometimes called `fact find`).
Step 2
Step 3
We will help you identify your goals and current financial position. We normally do this at the same time as the `fact find`.
Step 3
Step 4
We will consider the building blocks or strategies (eg, tax, social security, estate planning etc), then develop and present you with written recommendations in a financial plan (called a Statement of Advice).
Step 4
Step 5
We will discuss the recommendations with you, and make sure you are comfortable and agree.
Step 5
Step 6
We will implement the agreed recommendations.
Step 6
Step 7
We will periodically review your objectives, financial situation and needs.
Step 7