A simplified approach

Creating a solid financial plan takes time, knowledge, and experience. We work with you to help clarify your goals and put in place strategies to help you achieve them. To ensure your financial plan is right for you, we will take you through a series of steps.

Step 1. Initial Meeting

Ask yourself what you want to achieve in the next few months, over several years and many years from now. This involves gathering your financial…

Step 2. Information gathering

For us to accurately assess your current situation and create an appropriate financial plan, we may need you to provide us with a range of…

Step 3. Recommend strategies

We will discuss broad strategies that may be suited to your goals and personal situation. Based on discussions with you and the research conducted by…

Step 4. Approve your financial plan

Your plan will include a selection of recommendations specific to the scope of advice. This document details the recommended strategies and products (if required).

Step 5. Implement your financial plan

Once you’re ready to go ahead, your financial plan will be put into action. We work closely with you to implement your financial strategy. We…

Step 6. Ongoing review

Your circumstances, lifestyle and financial goals will change over time, as well as legislation, so it’s important that your financial plan is regularly reviewed. With time,…

The Financial Planning Process