Client Experience

We have a clear process to understand your goals and develop appropriate recommendations.

Discovery meeting:

Initial meeting to understand your needs

Analyse requirements and evaluate options to design wealth
management plan and investment strategy

Recommendations meeting:

Presentation of recommended
wealth management plan and investment strategy

Begin ongoing execution of wealth management plan

Execute investment strategy and other recommendations

Regular review meetings:

Ongoing monitoring of investment strategy and wealth management plan

Discovery meeting:

Initial meeting to understand your needs

Analyse requirements and evaluate options to design wealth
management plan and investment strategy

Recommendations meeting:

Presentation of recommended
wealth management plan and investment strategy

Regular review meetings:

Ongoing monitoring of investment strategy and wealth management plan

Execute investment strategy and other recommendations

Begin ongoing execution of wealth management plan

Day 1
Discovery meeting
Identify your goals, values, ambitions, special concerns/challenges and attitude to risk
Day 1
Day 14
2. Develop comprehensive wealth management and investment strategy
• Comprehensive financial plan and investment strategy
• Retirement planning
• Tax and trust planning
• Income and family protection
• Education funding
• Business succession planning
• Charitable giving
• Estate planning


3. Develop investment strategy
• Determine risk tolerance
• Identify tax wrappers
• Analyse current investment portfolio
• Develop asset allocation strategy
• Portfolio construction
Day 14
Day 21
Recommendations meeting
• Wealth management plan and investment strategy recommendations
• In-person meeting to present recommendations and discuss options
Day 21
Day 28
5. Begin ongoing execution of wealth management plan
• Organisation of paperwork
• Set up online account access (and review online resources)
• Develop schedule for future review meetings

6. Execution of investment strategy
• Open new accounts
• Transfer existing assets
• Conduct trades to execute agreed-upon investment strategy
Day 28
Ongoing
Regular review meetings
Ongoing monitoring of wealth management plan and investment strategy
Ongoing

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Goals

Here’s a master list of common financial goals that we can help you to achieve.
Are there any goals here that are important to you? Please contact us if you find your goals in the list.

  1. To pay for personal self-improvement (e.g., go back to school, learn a skill)
  2. To experience the excitement of investing
  3. To pay off my mortgage(s)
  4. To start a new business
  5. To buy a house
  6. To help pay for my child’s/children’s education
  7. To stop working and do something I love
  8. To be able to travel
  9. To relocate in retirement
  10. To care for my aging parents
  11. To give to charity or other causes I care about
  12. To be prepared in case of unexpected illnesses or events
  13. To maintain my current lifestyle in retirement
  14. To feel secure about my finances in retirement
  15. To feel secure about my finances now
  16. To leave an inheritance to my loved ones
  17. To retire early
  18. To be better off than my peers
  19. To not be a financial burden to my family as I grow older
  20. To fund aged care
  21. To manage my debt
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