Our Gold Standard Advice Process
Step 1 - The Initial Discussion
We have a brief initial discussion with you to determine your needs and to arrange a meeting with a Wealth Adviser.
Step 2 - Preparing For Your Meeting
Upon scheduling your first meeting, we will send you an Information Pack, including, a meeting confirmation letter, meeting location and a list of documents we would like you to have ready and available for the meeting to help your adviser give you the best value out of your appointment.
Step 3 - The First Meeting
The first meeting is at no cost or obligation, and is ideally with you and your spouse or partner. In this meeting, we discuss the matters most important to you and gain a detailed understanding of your personal goals and aspirations. We want to get to know you!
We then discuss how you may achieve your goals and deal with the various technical issues and complexities you faced, which may include family structures, taxation, superannuation, investing and risk management and effective estate planning matters.
Any cost you may need to incur in planning for your future are also discussed … so there are no surprises!
Step 4 - Strategy Development and Present
Description goes Following our initial meeting, we then develop our strategic advice and document our recommendations for you in a “Statement of Advice” (SoA). Some of the key objectives may be to reduce tax, provide an income, build and preserve your capital for your long term retirement benefit.
We then present our advice document to you, which will include independent research on your recommended wealth planning advice.
We go through the detailed strategic advice with you and answer any question you may have. If required, we will “fine tune” our advice with any additional information you might provide.
We also discuss the implementation process and what happens moving forward - ie. Reviews.
You then take the Statement of Advice home with you, so you can consider the recommendations in your own time. There is no pressure to proceed.
Step 5 - Implementation
Once you are comfortable to proceed, we will assist you by completing the required paperwork with you to have your existing situation cleaned up (if need be) and the new recommendation implemented - lodge this on your behalf.
Through the implementation process, we keep you informed with progress updates.
Step 6 - Post Implementation Chat
We prefer to touch base with you at this time to ensure that you remain comfortable with all the implemented recommendations.
You can then expect to receive easy to understand valuation statements, reports and updates with regards to your investment portfolio on an ongoing basis.
Step 7 - Ongoing Review Meetings
We believe an important part of achieving your personal goals and aspirations are our ongoing review meetings.
As agreed, we meet with our clients regularly to undertake comprehensive reviews of your personal circumstances, measuring progress against your personal goals and make recommendations for change, as needed. This is done whilst maintaining a disciplined investment approach in-line with your personal long term objectives.