Our Advice Process
A proven and trusted process
We’re all about making your life easier. Our advice process has been tailored with that in mind to provide maximum simplicity and flexibility to you.
1. Define your engagement
Getting to know you, your goals and making you feel comfortable will be our first priority. Our team of advisors will then discuss how we can help to achieve both your short-term and long-term objectives to get you to the finish line.
2. Analyse your needs
Our experienced team will analyse your assets, liabilities, insurance and investment strategies, as well as assessing your cash flow and savings needs. We work our approach around your attitude to investment risk.
3. Prepare a Financial Plan
In close collaboration with you, we’ll develop and compare specific strategies. We’ll discuss any concerns and select appropriate financial products that are integral to achieving your goals and help you document options.
4. Implement the plan
Once approved, we’ll sort out all the paperwork and start implementing your strategy. We work closely with other specialists such as your accountants, stockbrokers, bankers and lawyers to help you reach your goals.
5. Monitor and Review
We will monitor the strategy’s performance, review changing circumstances and optimise your investment portfolio on an ongoing basis to ensure you stay on track to achieving your dream.
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Key service areas
We take the time to get to know you, what drives you and your financial situation to help you develop the perfect, fully personalised Financial Plan. We focus on four broad areas to make sure your money works just as hard as you do.
1. Manage income
We assist with managing your cash flow, salary sacrificing and packaging, executive remuneration, payouts, debt structuring and tax planning on an ongoing basis to help you stay on track.
2. Build wealth
Our experienced team excels at wealth creation. We help you manage your investments, utilising prudent gearing and paying special attention to your Superannuation approach to maximise your wealth accumulation.
3. Plan retirement
Whether you are Pre or Post Retirement, we have the right mix of skills to help you consolidate your wealth and manage your retirement income streams as well as your age pension accounts.
4. Protect assets and manage estate
Our advisors can help you protect your assets through selecting the appropriate life, disability and trauma insurance. We can also assist with your will and provide power of attorney.