Understand your goals
Analyse and access
Review your current situation and objectives
Determine what you must do to obtain your goals
Consider solutions and alternatives
Create a plan tailored to your needs
Present and explain in detail your financial plan (Statement of Advice) tailored to your specific needs, outlining clear strategies that aim to help you reach your goals.
The Statement of Advice will include the advice, the basis on which it is given, details of strategies, products, comparisons, projections, risks and any fees and commissions.
Discuss the recommendation and the future considerations.
Assist you to make an informed decision.
Answer any questions you have.
Agree on how to proceed with the advice provided
Help implement your advice to get you moving toward achieving your goals
We recommend that you review your strategy at least annually or whenever your personal or financial circumstances change. During our reviews we typically discuss any changes to legislation, economic and market events and how they may impact your financial goals and whether we recommend you make any changes to your financial plan to help keep you on the best path to achieving your goals.