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How We Help

A journey of a thousand miles begins with a single step. - Lauo-tzu, Ancient Chinese Philosopher

How we help

In order for us to provide our clients with tailored and valued advice we follow a structured six-step advice process that is endorsed by the Financial Planning Association of Australia (FPA).

1Gather your relevant financial information
2Identify your goals and objectives
3Identify financial issues
4Prepare a written financial plan or Statement of Advice
5Implement the recommendations you agree to
6Review and revise the plan at regular intervals or as your circumstances change

Whilst these steps explain the advice process at a simple level we often perform a variety of roles at different stages of our ongoing relationship. They include:

Adviser:

This is our primary role. We act in this capacity when we engage with you for the first time, at formal reviews and on each and every occasion when we provide you with a written advice document.

Coach:

We will provide you with articles, newsletters, and general factual information. This information flow reinforces the messages and themes of our advice, and provides you with up to date information on your finances and the changing world we live in.

Mentor:

Emotions such as fear and greed often cloud our financial decision making. We help to keep you focussed on the end goals, and allow you to deal with life’s detours and roadblocks in considered and thoughtful ways.

Broker:

There may be occasions where we need to source product solutions for the strategies we recommend. At these times we look to source suitable, best of breed products at competitive prices.

Project Manager:

As your time is precious we provide dedicated resources to manage the process of change. This ensures a hassle free co-ordinated implementation.

Facilitator:

Often we will need to engage the services of other professionals such as Solicitors and Accountants. We can provide introductions or work with your preferred suppliers to facilitate the outcomes you desire.