Our Financial Planning Process

Our financial planning process is straight forward and tailored to your individual needs.

We will discuss each step of the process with you and, we are available to discuss any points you need to clarify.

Meet and Greet

In the initial meeting, we will introduce you to the financial planning process and provide you our Financial Services Guide.

You should read this document thoroughly to ensure you understand the steps required to help you meet your financial goals.

Understand Your Goals

We will help you to establish your short, medium and long term goals by completing a Financial Needs Analysis during the initial meeting which will involve asking you a number of questions.

We will provide an overview of how you can achieve your goals, outline the benefits and also discuss how much this will cost.

Analyse and Assess

We will then review your current situation, consider your goals and then design a plan just for you.


We will share your plan with you (Statement of Advice) and explain clearly how this relates to your goals and how they could be achieved.

You'll also be provided with a Product Disclosure Statement (PDS) if a particular product is recommended.

Together with the Statement of Advice, you will have all the details you need to make an informed decision about implementing the advice.


If you agree to proceed with the advice provided, we will implement this for you.

You will then be on the journey towards your goals.

Ongoing Review

We recommend you arrange a meeting with us up to date on your circumstances, every 12 months, or whenever your personal or financial circumstances change.

You'll also receive account statements from the product providers which show the value and performance of your investments.

"You can have peace of mind knowing that your personalised plan will

help you move closer to your lifestyle and financial goals."