1. Initial Meeting

  • Getting to know each other
  • Overview of our processes
  • Collect all relevant personal and financial information
  • Discuss your needs and objectives (what are your goals?)

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2. Analysis

  • Analyse your current position and goals
  • Determine client priorities
  • Assess cash flow, tax position, estate needs, Centrelink and tolerance to risk

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3. Strategy development

  • Develop and compare strategies
  • Select the most appropriate financial products
  • Document options for client presentation

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4. Presentation of advice

  • Explain the recommended strategies
  • Present the Statement of Advice and product disclosure statements

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5. Advice Implementation

  • Confirm that our advice is still appropriate
  • Complete the Agreement to Proceed
  • Complete all paperwork to implement the strategy
  • Determine the ongoing service package

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6. Review

  • Revisit the original advice and ensure it is still appropriate for your needs
  • Review your portfolio performance and current market conditions and make recommendations as required