After your initial meeting, we take the time to carefully analyse your financial situation, goals and opportunities. Once we’ve developed a tailored financial strategy, we’ll invite you back for your Advice Presentation Meeting. This is where we walk you through our formal advice and recommendations.
Your Advice Presentation Meeting typically runs for 60–90 minutes and includes:
We present everything in plain English—no jargon or pressure. Our goal is to help you feel informed and confident about your financial direction.
Your advice will be tailored to your goals and may include:
You’ll receive a printed or digital copy of your Statement of Advice to take home and review at your own pace.
To keep things efficient and focused, please bring:
If we’ve requested additional documents prior to this meeting, bringing those along will help us proceed smoothly.
An SOA is a legal document that outlines the advice we’re recommending, why it’s suitable for you, and how it meets your goals. It includes full disclosures on costs, risks and potential benefits.
We present our recommendations with no obligation to proceed with the recommendations, however our agreed fee for the advice prepared is still payable. You’re welcome to take the time you need to review and consider everything.
We want to ensure that our advice is suitable for you. Whilst we are confident this will be the case, if you think tweaks to the advice will better suit your situation, we can discuss and advise as required.
We want you to be making an informed decision about our advice and the recommendations. If you feel like you need more time to make a decision, we can accommodate you.
Yes. If you choose to proceed, we handle the implementation from start to finish, including paperwork, applications, Centrelink communication and product setup. You may be required to complete certain parts, however we will assist as much as possible if this is the case.
Yes. Many of our clients choose to continue working with us through our ongoing advice service, where we help review and adjust your financial strategy over time. We will discuss our ongoing advice in our meeting and whether this is something you would benefit from.
