OUR SIX-STEP FINANCIAL SUCCESS PROCESS

Your Initial meeting

Meeting with Jared is a friendly and fun experience, it's about getting to know one another, focusing on your current financial situation and future goals and figuring out if Jared is a good fit for you.   

It is a good idea to come well prepared for this meeting with your current financial situation in mind along with what goals you are looking to achieve as this will make it a more enjoyable and efficient meeting for you.

Identifying your goals

This stage serves as a foundation for developing your plan, where we together identify your short and long-term financial goals, assess your financial position and clearly understand what you want to achieve and how we can personally help you. It is also at this stage that we inform you of the exact cost of our advice and preparation of your financial plan. Our fee structure is fully transparent with no hidden costs.

Preparing your Financial Plan

When all has been agreed and it's time to proceed, our team will develop your personal financial plan. It is this document that sets out exactly what strategies we recommend and how we plan on helping you. Your plan will also include the products we recommend to help you implement the strategies. These products may include products you may have in place already if these are still suitable.

Plan Presentation Meeting

This day is the start of something new, the commencement of the next chapter, and the day your plan starts to come to life! 

Presented with your financial plan, you and Jared will go through it in detail, educating you on each of his recommendations in a clear and easy-to-understand way. You are welcome to ask him any questions you may have along the way.

Once everyone is on the same page and understanding, there will be paperwork to sign and applications to address.

Implementing your plan recommendations

Jared and the team will begin implementing the strategies within your plan, which may occur over several days, weeks or months, depending on what strategies we have recommended. Where appropriate, your financial planner Jared, may work with other specialist professionals, such as your solicitor or accountant when implementing your financial plan.

Reviewing your plan and keeping on track

Your circumstances, lifestyle and financial goals are likely to change over time, so it’s important that your financial plan is regularly reviewed to make sure everything keeps on track. We are here for your ongoing advice needs.

As part of our ongoing service package, you will have access to Jared your financial adviser and the team throughout the year via phone, email and face to face meetings. Our robust ongoing management of your financial plan includes formal review meetings which take place at least every 12 months. These meetings are important as they will provide you with an opportunity to discuss with Jared how you are tracking with achieving your goals.

We will provide comprehensive adviser produced reports on your investments, superannuation, and insurance. Jared will also update you on domestic and international markets and the greater economy.

Legislation is constantly changing, particularly with regards to superannuation and tax for example, so the annual review meeting is also an opportunity to take advantage of any changes that may benefit your financial plan or may lead to a new additional plan being developed that puts you in an even better position.

At the end of the annual review meeting Jared will advise you of any changes we recommend for the achievement of your goals.