Financial advice must be provided to clients in a document called a Statement of Advice (Financial Plan). The process involves:

1. Strategic Advice

• Identification of client goals and objectives
• Prioritise client needs, goals and objectives
• Develop strategic advice (recommendations) to meet client needs, goals and objectives
• Identify why financial strategies recommended are appropriate
• Quantify outcome & benefits through implementing advice

2. Product Solution

• Research existing products to determine suitability
• Develop product recommendations to facilitate strategic advice & meet client needs
• Identify why product recommended is appropriate
• Quantify benefits and outcomes through implementing product advice

3. ​Implementation & Ongoing Review Service

• Implement the agreed recommendations to improve situation
• Review strategic advice periodically to track progress and maximise wealth creation opportunities
• Review product suitability and monitor investment performance
• Review milestones achieved to provide clients with peace of mind knowing they are on track to financial security

"It’s implementing the plan that produces the results"