Initial Consultation
The initial meeting is a short meeting (no more than 30 minutes) to discuss your expectations of the advice process, what problem you are trying to solve and to discover how we might be able to help you. We can provide general information or direct you to other resources but we cannot give you advice at this meeting. We provide you with a Financial Services Guide and may ask you to complete a Financial Health Survey to help focus our discussions on areas of concern for you.
STEP ONE
Initial Consultation
The initial meeting is a short meeting (no more than 30 minutes) to discuss your expectations…
STEP TWO
Financial Discovery
This is where we map out your current financial position and further define your goals…
STEP THREE
Engagement Letter
There is where we outline the agreed goals from the financial discovery, the scope…
STEP FOUR
Preparing Statement of Advice
It is a legal requirement to provide our advice to you in writing through a Statement…
STEP FIVE
Present and Discuss SoA
This is where we present the advice/recommendations to you along with discussing…
STEP SIX
Initial Implementation and Review Period
There can be a lot covered in the initial advice and proceeding can be daunting…