InstructAnt Financial Solutions

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[stm_animation_block animation=”fadeInUp” animation_duration=”1″ animation_delay=”0.05″][stm_info_box style=”style_3″ title_icon=”fas fa-dollar-sign” title=”Money Management Solutions” image=”1397″ link=”url:https%3A%2F%2Finstructant.com.au%2Fmoney-management-solutions%2F|title:read%20more”]Money Management is a core part of any battle rhythm of a business or financial plan. Getting it right lays the foundation to achieving…[/stm_info_box][/stm_animation_block]

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[stm_animation_block animation=”fadeInUp” animation_duration=”1″ animation_delay=”0.05″][stm_info_box style=”style_3″ title_icon=”stm-zurich-employed” title=”For ADF Personnel” image=”1765″ link=”|title:read%20more||”]I have nearly 25 years of experience in the RAAF and Defence Industry and continue to serve as an active reservist. I understand the unique decisions that ADF members need to make regarding their finances.[/stm_info_box][/stm_animation_block]

The Process

STEP ONE

[vc_hoverbox image=”2360″ primary_title=”Initial Consultation” primary_title_font_container=”font_size:23|color:%231b4075″ primary_title_google_fonts=”font_family:Average%20Sans%3Aregular|font_style:400%20regular%3A400%3Anormal” hover_title=”” hover_align=”left” shape=”square” hover_btn_title=”Read More” use_custom_fonts_primary_title=”true” hover_add_button=”true” hover_btn_link=”url:https%3A%2F%2Finstructant.com.au%2Finitial-consultation|title:Financial%20Discovery”]The initial meeting is a short meeting (no more than 30 minutes) to discuss your expectations…[/vc_hoverbox]

STEP TWO

[vc_hoverbox image=”2359″ primary_title=”Financial Discovery” primary_title_font_container=”font_size:23|color:%231b4075″ primary_title_google_fonts=”font_family:Average%20Sans%3Aregular|font_style:400%20regular%3A400%3Anormal” hover_title=”” hover_align=”left” shape=”square” hover_btn_title=”Read More” use_custom_fonts_primary_title=”true” hover_add_button=”true” hover_btn_link=”url:https%3A%2F%2Finstructant.com.au%2Ffinancial-discovery-2%2F|title:Financial%20Discovery”]This is where we map out your current financial position and further define your goals…[/vc_hoverbox]

STEP THREE

[vc_hoverbox image=”2358″ primary_title=”Engagement Letter” primary_title_font_container=”font_size:23|color:%231b4075″ primary_title_google_fonts=”font_family:Average%20Sans%3Aregular|font_style:400%20regular%3A400%3Anormal” hover_title=”” hover_align=”left” shape=”square” hover_btn_title=”Read More” use_custom_fonts_primary_title=”true” hover_add_button=”true” hover_btn_link=”url:https%3A%2F%2Finstructant.com.au%2Fstep-engagement-letter%2F|title:Engagement%20Letter”]There is where we outline the agreed goals from the financial discovery, the scope…[/vc_hoverbox]

STEP FOUR

[vc_hoverbox image=”2362″ primary_title=”Preparing Statement of Advice” primary_title_font_container=”font_size:23|color:%231b4075″ primary_title_google_fonts=”font_family:Average%20Sans%3Aregular|font_style:400%20regular%3A400%3Anormal” hover_title=”” hover_align=”left” shape=”square” hover_btn_title=”Read More” use_custom_fonts_primary_title=”true” hover_add_button=”true” hover_btn_link=”url:https%3A%2F%2Finstructant.com.au%2Fstep-preparing-statement-of-advice%2F|title:Preparing%20Statement%20of%20Advice”]It is a legal requirement to provide our advice to you in writing through a Statement…[/vc_hoverbox]

STEP FIVE

[vc_hoverbox image=”2363″ primary_title=”Present and Discuss SoA” primary_title_font_container=”font_size:23|color:%231b4075″ primary_title_google_fonts=”font_family:Average%20Sans%3Aregular|font_style:400%20regular%3A400%3Anormal” hover_title=”” hover_align=”left” shape=”square” hover_btn_title=”Read More” use_custom_fonts_primary_title=”true” hover_add_button=”true” hover_btn_link=”url:https%3A%2F%2Finstructant.com.au%2Fstep-present-and-discuss-soa%2F|title:Present%20and%20Discuss%20SoA”]This is where we present the advice/recommendations to you along with discussing…[/vc_hoverbox]

STEP SIX

[vc_hoverbox image=”2361″ primary_title=”Initial Implementation and Review Period” primary_title_font_container=”font_size:23|color:%231b4075″ primary_title_google_fonts=”font_family:Average%20Sans%3Aregular|font_style:400%20regular%3A400%3Anormal” hover_title=”” hover_align=”left” shape=”square” hover_btn_title=”Read More” use_custom_fonts_primary_title=”true” hover_add_button=”true” hover_btn_link=”url:https%3A%2F%2Finstructant.com.au%2Fstep-initial-implementation-and-review-period%2F|title:Initial%20Implementation%20and%20Review%20Period”]There can be a lot covered in the initial advice and proceeding can be daunting…[/vc_hoverbox]

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Learn

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testimonials

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Initial Consultation

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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 I might be able to help you. I can provide general information or direct you to other resources but I cannot give you advice at this meeting. I 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.

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The Process

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InstructAnt Advisory Pty Ltd trading as InstructAnt Financial Solutions complies with s923A of the Corporations Act 2001 and is independent, impartial and unbiased because we:

do not receive commissions for the advice we provide on any financial product that might give rise to a commission, without rebating it in full to you; and

are not owned either partially or wholly by any financial institution or product issuer.

Andrew John Perkins is a practising member of the Profession of Independent FinancialAdvisers (www.pifa.org.au) and as such, practises the Gold Standard of IndependenceTM.

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