1
Initial Qualifying Call
We begin with a brief phone call to understand your needs and determine if our services are a good fit for you.
2
Complimentary Discovery Meeting:
During this no-obligation meeting, we'll discuss your financial goals, current situation, and any immediate concerns. This is where we begin to see the potential of what can be for your financial planning journey.
3
Fact-Finding Assessment:
We will gather detailed information about your finances, including income, expenses, assets, liabilities, and risk tolerance. This comprehensive assessment helps us create a personalised financial plan.
4
Strategy Development:
Based on the information collected, we develop a strategy that aligns with your goals. This plan may include investment recommendations, tax strategies, retirement planning, and more.
5
Presentation of the Plan:
We will present our recommendations and explain the rationale behind each suggestion. Your feedback is crucial, and we will adjust the plan as needed to ensure it meets your expectations.
6
Implementation:
Once the plan is finalised, we assist with implementing the strategies. This could involve setting up investment accounts, purchasing insurance, or making changes to your existing portfolio.
7
Ongoing Support and Review:
Financial planning is an ongoing process. We provide regular reviews and updates to ensure your plan remains aligned with your goals and adapts to any changes in your circumstances.
Ensuring Everything Is Up to Standard:
Here in Australia, we follow strict guidelines to ensure you receive advice that’s not only comprehensive but also in your best interests. These include:
- Best Interest Duty: As your adviser, I am legally required to put your interests first, ensuring that the advice given helps achieve your financial goals.
- Disclosure Requirements: You will receive all the necessary documentation about the advice process, including a Financial Services Guide, a Statement of Advice, and regular statements to keep everything transparent.
- Professional Standards: I am committed to maintaining and updating my qualifications and knowledge through continuous professional development, ensuring that you receive the most current and effective advice.
Your trust and confidence in me are paramount, and we want to assure you that your financial well-being is in capable hands. If you have any questions about the process or anything else, please don’t hesitate to reach out. The team at Rekab Advice are here to assist and guide you every step of the way!