The Actual Process

1. Getting to know you – We find out about your current situation, what your financial goals are and your attitude towards financial planning issues
2. The Written Plan - From this information a strategy to achieve your goals is developed by your planner and recommendations are provided in writing
3. Consultation process – We discuss the options with you and what you will achieve and make sure they are right for you.
4. Making it Happen - When you are satisfied with all the information we help you implement your plan
5. Life changes – so do your needs and priorities. We will review the plan regularly to ensure it continues to meet your needs.

What to bring to an interview

• Recent Payslips for you and your partner (if applicable)
• Superannuation statements
• Insurance policy/statements
• Mortgage/loan statements
• Information on any current investments
• Social Security benefits
• A personal budget (if prepared)