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?)
Overview of our processes
Collect all relevant personal and financial information
Discuss your needs and objectives (what are your goals?)
Analysis
Analyse your current position and goals
Determine client priorities
Assess cash flow, tax position, estate needs, Centrelink and tolerance to risk
Determine client priorities
Assess cash flow, tax position, estate needs, Centrelink and tolerance to risk
Strategy
Develop and compare strategies
Select the most appropriate financial products
Document options for client presentation
Select the most appropriate financial products
Document options for client presentation
Recommendation
Explain the recommended strategies
Present the Statement of Advice and product disclosure statements
Present the Statement of Advice and product disclosure statements
Implementation
Confirm that our advice is still appropriate
Complete the Agreement to Proceed
Complete all paperwork to implement the strategy
Determine the ongoing service package
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
Review your portfolio performance and current market conditions and make recommendations as required
Recent Comments