Once you’re happy with your Letter of Engagement and have agreed to work together, we meet up to get a full picture of your current circumstances. We’ll have a detailed look at your goals and aspirations for the coming year and where you want to be in the future. We’ll discuss some products and strategies that you might be interested in and talk about options and steps to reach your desired outcomes.
After our in-depth look at your current situation, we’ll send you a summary email with our key recommendations, the products and partners we will be working with and why they best suit your needs.
We’ll organise a meeting to walk you through the ‘Statement of Advice’ document in detail so you fully understand the strategy we’ve designed with you and why we’ve made the recommendations. We’ll go through our advice in detail and answer any questions or concerns.
Sit back, relax and we’ll begin implementing your strategy. We touch base after 4-5 months to review the strategy, see how it’s working and make any refinements if your needs or your situation has changed. We’ll let you know if anything arises or needs attending to throughout the year.
We send out regular newsletters which are curated with relevant news, interesting insights and any changes in the industry. We’re always just a phone call or email away in case anything with your finances, personal or professional life changes.
Life is never straightforward and linear. When things change, we provide holistic financial planning and investment advice. Our projections for different outcomes will help you make big decisions. You’ll have data to back your choices and see ahead of time if you need any changes to your financial strategy.
Whether you’ve received some inheritance money, a bonus or lost your job, we can factor in these new variables into your investment planning. We’ll look at current contributions and expenses to give you a long-term outlook before you take any action.
Working with us is easy and hassle-free. We know you need financial and investment advice from an expert that you trust. We take the time to explain your options, empower you to make informed decisions and guide you to the future you want.
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You can give us a call on (03) 4232 3000 or leave an enquiry on our Contact Us page if you have some questions to ask before booking in.
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