This process begins with an initial ‘Discovery’ meeting, where our sole objective is to learn about your situation and why you are seeking advice. We allow 90 minutes for this. At the end of this meeting, we offer to investigate your situation further and arrange another time to meet to discuss potential strategies, how they may benefit you and the cost to proceed.
The next step is to put our recommendations into writing, called a Statement of Advice, which provides the benefits, costs, risks and financial modelling. This is your financial plan and blueprint of advice going forward. After authorising us to proceed, our job is to ensure the recommendations are implemented in full on your behalf. When this has been completed we arrange a ‘Post Implementation’ meeting to recap what has been done and schedule a suitable month next year to begin our annual strategic reviews.
After creating a financial plan, it is crucial for it to be reviewed to ensure it remains relevant to your goals, financial circumstances and the changing legislative environment.
While most people have good intentions to keep on top of this, our experience is that they need help and direction to stay on track. Our regular review process ensures that we are taking care of the ‘out of sight, out of mind’ during the year and setting a disciplined, strategic, review schedule to update and make adjustments to your plan and investments as things change. Reviews can be held face-to-face or via Zoom, depending on your preference and location. Our client portal allows you to check and update your information securely online prior to each meeting to ensure our time together is productive and meaningful.
Our aim is to partner with clients who value and trust us in this ongoing relationship.
While each client review and resulting actions are different, the preparation process we follow each time is identical, documented and thorough. This should give you peace of mind knowing that all facets of your personal financial situation are being examined with the care and attention that it deserves.
The difference we found with Bob and Daniel are that they really, really (& I mean really!) felt how it is for us in our situation on a personal level and looked at every possible option for us.
Planning for Prosperity assisted me in making the right choices regarding my superannuation and personal debt.
The trust and friendship developed with Bob and Daniel allows us to work together towards common goals.
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This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. We strongly suggest that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. You should read the PDS and consider whether the product/s is right for you. Past performance is not a reliable indicator of future performance.
Strategic Advice Solutions Pty Ltd (ABN 86 619 221 662) t/as Planning for Prosperity is a Corporate Authorised Representative
of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523
