YOUR FINANCIAL JOURNEY WITH US
YOUR GOLD COAST FINANCIAL PLANNING PROFESSIONALS
Financial planning should be all about you and what you want. It is a process of understanding you, your situation, your needs and objectives and then developing strategies to help you put your finances in order so you can create or preserve wealth, achieve your goals and enjoy life. We pride ourselves in providing education, strategy and advice for all Gold Coast financial planning needs.
No matter what your needs or goals are, or how big or small they are we want to make sure they are realistic and achievable. Through our process this will become very clear and you will be educated on what is possible and the best way for you to achieve what you want.
Any advice you receive from us focuses on educating you with the best strategies for your situation. We pride ourselves in our no-products-sold approach. Whether or not you proceed with us as your Gold Coast financial planner we want to make sure everyone we meet with is educated so that they can make the best decision about what is right for them.
We also want you to be fully aware of and comfortable with your journey with your Gold Coast Financial Planning specialist. Therefore here is a brief description of the process we take you through in order to give you the best outcome and experience. It is a 5 step process involving 3 initial meetings and then regular review meetings:
STEP 1 FIRST MEETING – DISCOVERY AND EDUCATION
We want to discover and discuss what you want, what your situation is, and what your goals, priorities and concerns are. The more we understand you, your situation and where you want to be the better we can help.
Regardless of whether you only have one need or many we will start your education process in this consultation by answering your questions and addressing your concerns with general examples and education. Even if we do not take you on as a client you will be more educated, equipped and confident to tackle your financial needs.
We meet with you at a time and place of your choosing for this complementary consultation.
STEP 2 SECOND MEETING – ANALYSE, RESEARCH, PREPARE, THEN PRESENT ISSUES AND OPTIONS
After the initial consultation we analyse your situation, needs and concerns. We research and prepare a range of strategies that will allow you to achieve what it is you want.
We meet with you for your second complementary consultation to explain and discuss the issues and opportunities your situation holds and allows for. We work with you through these options to pin point the overall strategy that works best for you, making sure it is the one you are most comfortable with.
STEP 3 THIRD MEETING – PREPARE AND PRESENT FINANCIAL PLAN
Once we have identified and agreed with you on the most suitable strategies we prepare your financial plan. Your financial plan maps out and contains all the detail and information you need to get your financial situation changing for the better.
We meet with you to present and explain in full your financial plan. Each strategy is explained in detail along with the timeframe and expected outcomes.
STEP 4 IMPLEMENT THE PLAN
I in the third meeting we complete any paperwork or applications required to get your financial plan started. We map out what needs to happen and by when and who. We will monitor and drive your financial plan to ensure it is put in place and hold you and us accountable to ensure it is fully implemented and stays on track.
STEP 5 REGULAR REVIEW AND ASSESSMENT
Your financial plan is an evolving one. To stay on track you need regular reviews. You may get distracted or your situation may change due to unforeseen circumstances. Also, government, tax and investment laws may change over time. Therefore we stay in regular contact with you to discuss progress, changes, concerns and achievements.
In addition to regular review meetings we also provide ongoing education sessions to keep you up-to-date and focused on what is important for your financial situation to keep moving forward. This is a way of making sure you continue making the most informed financial decisions and don’t lose sight of what you need to do to achieve your financial and lifestyle goals.
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