Skip to main content

01 Initial Appointment

Gather your data

Obtaining your privacy and authorities

Identifying and collecting your needs and objectives

Determining your tolerance towards risk

Providing you with our Financial Services guide

02 Advice Preparation

Develop strategy advice and product recommendations

Produce Statement of Advice (SOA)

03 Advice Presentation

Presentation meeting

Presentation Supporting Materials

04 Implementation

Implement product recommendations

Confirm implementation

05 Review Ongoing Service

Review Appointment

Review your Insurances coverage to determine that they are still applicable to your needs

Review your Investment and Superannuation fund performance and growth to determine that it is meeting your long term goals, along with any changes to your circumstances