My process

Contact

Take the first step to financial security; simply call or email us.

You might have been thinking about getting some financial advice for a while. Or you might have a pressing issue. Whatever your need, just contact me and we can have an initial discussion about your situation.

 

Pre-meeting Preparation

I know your time is valuable. That’s why I want to maximise our time together when we first meet.

If you decide to meet with me and explore your options it is important that we all prepare. I will request information so that when we meet we can focus solely on financial outcomes.

Initial Meeting

With your preparation complete, I’ll meet with you and discuss your situation and goals.

We’ll talk about what is important to you about money including your financial goals and specifics like setting dates and how much you’ll need to achieve those goals.

With that information, we work together on a Strategic Financial Plan which roughly maps out your goals, amounts and dates.

If you decide to proceed with me providing a financial plan for you, then I will ask you to complete a Fact Find. This questionnaire provides the remaining information I need to build your Strategic Financial Plan.

 

Financial Modelling

Based on the information and analysis, I model various strategies to determine what is best for you.

I will consider the best strategies to help you achieve your goals.

 

Financial Plan and Statement of Advice

With your goals in place, and options to help you achieve them, I prepare a 100% tailored financial plan and Statement of Advice. We meet again and I will explain every detail and answer all your questions. The idea is to completely educate you on the various elements of the plan so that you can make a fully informed decision about implementing it.

 

Measure & Adjust

Continual measurement of your progress and adjustments where needed.

Once your plan is implemented, I provide you with real-time data on a monthly basis so that you can compare your progress against your written plan. I will discuss progress with you as well as any adjustments that may be required to help ensure you reach your goals.

 

Financial Goals

Well done, you’ve achieved them. Now I walk alongside you.

The whole idea of financial planning is to help you reach your financial goals. With a 100% tailored plan in place for you, I look forward to the time when you’ve achieved them.

However, no matter what financial position you achieve, I will still coach you on an on-going basis. For example, if you have achieved financial security in retirement then I will maintain your portfolio and make sure they receive your retirement incomes from your portfolio. I also manage your financial affairs and provide on-going education on the investment markets, changes in the legislation, tax etc.

If you are a younger client then you goals may be more medium term e.g. pay of the mortgage. If that’s the case, we will discuss re-setting your goals and then I will advise and coach you to achieve them.

Why not experience the difference?

Contact me