Our Initial Advice Process
Our initial advice process is designed to be straight forward and to provide high value outcomes for clients. We have summarised the initial advice journey below.
1.
Initial Phone Chat
Complementary
An initial chat to learn more about us and see whether we are a good match.
15 minutes
2.
Discovery Meeting
Complementary
An in-depth discussion of your goals and needs. Scoping of advice requirements and quote.
1.5 - 2 hours
3.
Plan Development
Custom fixed price quote
Research, development and construction of your customised plan.
4 - 6 weeks
4.
Plan Presentation
Covered within quote
Presentation of your plan and strategies. All your questions are answered.
2 hours
5.
Plan Implementation
Covered within quote
Implementation of your plan including taking care of the paperwork.
Timing variable
6.
Retainer Advice Services
Fixed price retainer
Keep your plan on the right track and provide peace of mind.
Learn more below
Our Client Advice Process
A great advice service should be straight forward. We offer an advice service to our retainer clients for a straightforward flat dollar fee that is customised to your advice complexity and service requirements. This provides you with a simple transparent arrangement with no surprises.
Plan Your Next Moves
We plan your next financial planning "moves" to respond to the changes in your life and the world. This helps keep your plan on track to achieve your goals. Financial planning opportunities are identified.
Investment Rebalance
There will be changes in your investments and investment research over time. We help rebalance your investments so that it remains aligned with achieving your goals.
Transactions & Correspondence
We help action transactions in financial products on your behalf (such as withdrawals). We assist you with corresponding with your product providers.
Access to Your Adviser
We respond to your queries on super, investments, life insurance or financial planning strategies via phone or emails.
Adhoc Meetings
You can book adhoc meetings as required to discuss new advice needs due to life changes, opportunities or other reasons.
Insights & Reports
We provide you with useful resources such as the Money Insights newsletters to keep you up to date with super and financial news. We also provide portfolio and market update reports.