Our Process

What to expect?

Step 1
Defining the Scope of Engagement
We will explain the process we will follow to find out your needs and making sure we can meet it.
Step 1
Step 2
Identifying your goals
You work with us to identify your short and long term financial goals - which serves as a foundation to developing your personalised plan.
Step 2
Step 3
Assessing your financial situation
We will examine your current financial position - including your assets, liabilities, insurance coverage and investment or tax strategies.
Step 3
Step 4
Preparing your financial plan
We will recommend suitable strategies, products and services and answer any questions you may have.
Step 4
Step 5
Implementing the recommendations
Once you’re satisfied with the recommended plan, we will do the hard work of implementing your strategy into action. Where appropriate, we may work with specialist professionals such as an accountant or solicitor to achieve your goal.
Step 5
Step 6
Reviewing the Plan
As your circumstances, lifestyles and overall financial goal may change over time, it is important to review your financial plan regularly and make sure you are consistently on track to achieve your goals.
Step 6

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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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