Our Process

Step 1 – Discovery Meeting

Our first meeting is quite literally to discover what's important to you.  What motivates you and what you would like to achieve.  We also strive to understand what financial success means to you. Only then, when we understand your true goals, motivations and values can we begin to formulate a plan that will help you reach them.

Prior to your first meeting, you will be required to complete a Fact Find Questionnaire and return it to our office AT LEAST 2 DAYS before your meeting date. Otherwise, we will need to reschedule your first meeting.

Please note there is a first meeting fee of $330 including GST that is payable.

Step 2 – Fundamental Analysis & Strategy

From information collected at our first meeting and subsequent information gathered post the discovery meeting, we analyse your current situation against the fundamentals to ensure a sound foundation is created for your journey to financial independence over the years ahead.

We then look at strategies that can be implemented to strengthen your fundamentals and grow from this sound foundation.

This usually involves getting together for a 2nd meeting.

Step 3 – Implementation

The goal of the implementation meeting is to clearly outline the specifics of our advice which includes what you need to do, when it should be done and who will need to assist you in the process. These details will be presented to you in a written ‘Statement of Advice’ document.  As part of the implementation process we proactively engage with your other professional advisers, including your accountant and solicitor towards creating a seamless and integrated outcome. If you do not have an accountant or solicitor we can refer you to qualified and experienced advisers within our professional network.

Step 4 – Review

Your path to financial independence is not a static journey, the plan needs to be reviewed on a regular basis.  We will review this plan regularly to determine relevance to your ever changing needs and circumstances.