Financial Planning Process
1
Gather Your Financial Data
This initial meeting is about getting to know you, understanding your current situation and gathering all relevant information.2
Establish Goals
We work closely with you to help establish your personal and financial goals, understanding your time frame for results.3
Analyse & Evaluate Financial Issues
We 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.4
Develop a Plan
(called a Statement of Advice)
A formal recommendation is then provided to you in a Financial plan document, known as a Statement of Advice.
5
Implement the Plan
If you are happy with the recommendations, we then proceed by helping you implement the advice.6
