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?)


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


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


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


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

Ongoing 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