Initial Meeting - Getting to know each other
This meeting is a chance to get to know each other and discuss ways we may be able to help you. It's also an important oppportunity for us to talk about your current situation and goals. As well as your budget we'll discuss your approach to investing, what's important to you and what you want to achieve in life.
Strategy Development - how we achieve your goals
Once you give us the go ahead, your adviser will work with a team of experts to devise strategies to help you meet your financial and lifestyle goals. This could include things like wealth creation, super and retirement strategies, life insurance and estate plans.
Advice Presentation - making our recommendations
At this meeting we'll present our recommendations to you for consideration, make sure we've captured everything you've told us and ensure you're happy to go ahead with your plan for the future.
Implementation - making it happen
Upon your agreement, we go about putting our recommendations into place. Now you can sit back and relax knowing you're on the road to financial freedom.
Ongoing Review
This is the most important part of our process because life changes! To make sure you stay on track to achieve your goals we regularly meet throughout the year to adjust your strategy to suit your changing circumstances.
...We know that you cannot control the world’s economy but it’s such a relief that we don’t have to worry continuously about what to do with our finances...Diane & Tony
...Brad is undoubtedly the most proficient and sincere financial planner that I have had the pleasure of working with...Shan B
...I have recommended Brad to many of my friends and acquaintances and do so with the greatest of confidence that he will provide the same excellent level of service to them as he does to me...Salina S
...Stephen proved to be a breath of fresh air. We were and continue to be delighted with Stephen’s friendly, caring, genuine and honest approach, his wealth of knowledge and expertise and his easy to understand advice...Barbara C
...Although always professional, I really appreciate your approachableness (if that’s a word) and I am raving about you to all and sundry...Anne H
...I realised that a financial advisor makes good sense for people who just need assistance to get some future savings strategies into place...Sarah F