If you've never seen a Financial Planner before you may have no idea of how the process works - you're not alone! Finances can be confusing, and not knowing where you stand can lead to the process feeling quite daunting.

We hope this section answers some of your questions, but if you have more - contact us today! 

The Financial Services Process

1. Make an appointment with your Financial Planner

At this initial appointment it is most important to identify your goals, dreams and aspirations. Your current situation will also need to be established.

2. A plan is developed

Once these topics have been explored you will need to agree on your objectives, strategies and actions. From the agreement, your Financial Planner will prepare a Statement of Advice - which explains in more depth, the recomendations that have been given to you as well as the costs involved.

3. An application is taken

Provided you are happy with the Statement of Advice that has been presented to you, an application will be taken then brought back to the office and lodged with your agreed agency.

4. Do you know your medical history?

At this point your agency may require further information from yourself such as details of your medical history and, depending on your level of cover, may require you to take some medicals.

5. Implement the plan

Your Financial Planner will ensure all agreed recommendations are put in force, and will then conduct regular reviews to ensure that you have the right cover for your situation at all times.