OUR FINANCIAL PLANNING SERVICES
We offer tailored financial planning and advice that takes in every aspect of your financial situation. Our vision is to give our clients the enthusiasm and security to chase and manifest their dreams.
We make sure that you have a thorough understanding of what super is and how it can help you meet your financial goals. We also make sure that all your super is in one high performing fund in line with your long-term financial goals.
When it comes to personal insurances, we ensure that you have peace of mind that comes from knowing you're protected if the worst happens. We help you set up tailored insurances that are based upon your current circumstances.
Whether it is shares or property, we help you figure out which investment option is right for you.
We help you understand how investments form a key part in any wealth creation strategy.
We can also help you understand how you can use your SMSF to invest in property or managed funds.
STEP 2
THE PROCESS
STEP 1
INITIAL MEETING
60-90 minutes
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In the initial meeting, your adviser will get to know you and understand your personal circumstances.
This meeting is to assess your current situation and define what your goals and objectives are for the future.
STEP 2
RESEARCH & STRATEGY
14 days
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Our team will analyse the details you've provided. Your adviser along with our paraplanners will then design a strategy to assist you in achieving your objectives.
STEP 3
STATEMENT OF ADVICE
45 minutes
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We will present the strategies we have recommended based on the information you have provided and the research we have conducted. We will educate you around these strategies so that you can make informed decisions.
STEP 4
IMPLEMENTATION
15 days - 45 days
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Behind the scenes, our team will submit your application forms and keep you updated of the advancement.
We will follow up any outstanding documents and implement the advice for you