Financial Planning Process
Gather Your Financial DataThis initial meeting is about getting to know you, understanding your current situation and gathering all relevant information.
Establish GoalsWe work closely with you to help establish your personal and financial goals, understanding your time frame for results.
Analyse & Evaluate Financial IssuesWe analyse your information to assess your current situation and determine what you must do to meet your goals, overall building a strategy tailored specifically for you.
Develop a Plan
A formal recommendation is then provided to you in a Financial plan document, known as a Statement of Advice.
(called a Statement of Advice)
Implement the PlanIf you are happy with the recommendations, we then proceed by helping you implement the advice.