There's a lot of work behind the scenes to develop and implement a comprehensive strategic plan. Our approach has been designed to efficiently flow through 3 key stages that carefully navigate you from understanding your financial potential, to identifying and reviewing strategic options, and finally choosing and implementing the right strategies.

We aim to make it easy to start by keeping the process as efficient as possible for you. While there’s different steps needed to be taken at each stage, we only gather upfront what is needed to assess your potential options and determine the right strategy. Once we have that right we'll then collect what is needed to progress, keeping you updated as we go.

Discovery

We begin with our obligation free complementary Financial Review Meeting. During this meeting we’ll discuss your current needs and future goals, objectives, and financial preferences, your current financial information and discuss potential planning strategies. The more information we have at the initial meeting, the easier it is for us to analyse your situation and provide meaningful assistance.

Recommendation

Armed with all the relevant information and required documentation, this is where we action our expertise. We’ll conduct a thorough analysis of your financial circumstances relative to your goals and objectives. We’ll research your existing products and determine appropriate strategies aimed at achieving your objectives. We then document our advice in a Statement of Advice (SOA) designed to provide you with the required information to make an informed decision.

Implementation

Once we’ve covered all the details, answered all your questions and ensured you are satisfied, we’ll seek your approval to proceed to implementation. From here, we’ll implement the recommendations documented in the Statement of Advice with the relevant service providers.