Home > The Financial Planning Process

Far from being a complicated process, financial planning is really quite simple. There are basically seven simple steps to a sound financial plan. An Adviser will:

  • Meet with you for an initial consultation and provide you with a copy of their Disclosure Statement.  The Statement outlines your Adviser’s qualifications, experience and how they get paid
  • Collect the information they need from you and find out your attitude towards risk, so they can advise in line with your financial style
  • Help you identify your goals and current financial position
  • Consider strategies and options, identify problems and provide you with written recommendations
  • Discuss the recommendations with you and if need be, make adjustments until you’re happy with them
  • Implement your financial plan
  • Your Adviser can also help you review your plan periodically to make sure everything’s on track