Working with us
Our Process
We understand that financial matters can be quite confusing, so we’ve made how you deal with us as easy as possible.
First meeting
The first meeting is on us. We will give you an overview of who we are and what services we can offer you.
We will discuss your current financial situation including your financial and lifestyle goals.
We have offices located in Canberra and Sydney CBD with additional locations in Hurstville and Wollongong for specific times.
Formulating your strategy
We will take the information you give us to prepare your advice document in the areas you wish to address. This typically includes:
- a strategy to help you meet your financial goals
- a review of your existing superannuation fund/s and our recommendations on account type and investments so you can get the best out of your retirement
- an analysis of your current personal protection (if you have any) and our recommendations for your cover, and
- drafting a will and broader estate planning considerations.
Our recommendations
We will meet with you again to go through your advice document (or Statement of Advice). This meeting will cover the various areas of advice you are seeking and address any questions you may have before we implement your strategy.
It is up to you – time to take action
As with any advice, it is totally up to you whether you wish to proceed with it. We can also work with you to rework our recommendations, if you need us to.
Track ongoing progress
Our ongoing advice offering ensures your plan stays on track and adapts with the changes happening in your life. You’ll have the support you need to achieve your goals and our periodic meetings help make sure we stay on track. Your financial advisor will discuss all your options and provide guidance to the level of advice most suitable for your financial needs.
