Planning Process

We aim to form a strong partnership with our clients based on identifying your priorities and providing high quality solutions and strategies. The planning process is outlined below and can vary depending on individual needs and circumstances.

 

Initial Meeting - We spend time getting to know each other and sharing information so we are best informed to give advice based on your situation, goals and objectives.

 

Explore Options - Using the information from our initial meeting, we conduct research, comparisons and decide on the products that are in your best interests.

 

Plan Preparation - Combined with the information from the initial meeting and our research, we identify key areas needing attention and create strategies and recommendations to present to you. These are detailed in a written financial plan for your consideration.

 

Plan Presentation - We meet with you again to present and explain our detailed recommendations and advice. We explain these in detail and educate you on the basis of the advice and how it can help you achieve your goals and add value to you.

 

Implementation of Advice - After the plan presentation we will work with you to put the advice into place. The implementation of advice is a service we take pride in as we are professional financial advisers you have engaged to assist with your personal financial wellbeing.

 

Review and Ongoing Support - It is important to keep your finances up to date as well as letting us know if there are changes in your finances or life. We want to keep your financial plan up to date and on track. By providing ongoing support we aim to work with you hand in hand on an ongoing basis to help you achieve your goals.

My Private Wealth Pty Ltd (ABN 25 167 194 872) is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd  AFSL 229892

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