Moneyplan Australia Financial Planners

Discovery 

Our initial meeting is at our cost, not yours and the goal is to get to know each other, understand why you are seeking advice and what’s important to you.  As we continue to find out more about you, we will be in a better position to prepare the most appropriate advice to help you get the results you are looking for.

Moneyplan Australia Financial Planners

Engagement

If after our discovery meeting we believe that we can add value to you, we will provide a proposal to engage our services. The terms of engagement will set out what the advice will cover, how we can help achieve your objectives, as well as any other advice opportunities identified in the discovery process.  It will also outline the cost of our advice.     

 
Moneyplan Australia Financial Planners

The Plan

After we agree on the areas our advice will cover, we will commence developing your strategic and tailored financial plan.  Your financial plan will be documented in what’s formerly known as a ‘Statement of Advice’. Where appropriate we may draw on the expertise of other professional specialists to ensure that you receive the very best advice.

Moneyplan Australia Financial Planners

Presentation

At this stage we like to meet with you again to present your plan, where we will clearly explain the key components of our advice, why our advice is appropriate for you and how it will place you in a better position. You will also have the opportunity to ask any questions, which we encourage because it involves you in the process. Making sure you fully understand what we have proposed and why we have proposed it, is essential in the overall success of us working together.

 
Moneyplan Australia Financial Planners

Action

Once you agree to proceed, we will put your plan into action. This step is one of the most important because it transforms the advice and recommendations into actions that will yield results. We will take care of any paperwork and keep you in the loop at all times. 

Moneyplan Australia Financial Planners

Progress Review

Our role is to continue working together on an ongoing basis, to make sure you achieve all that is important to you well into the future. Planning is not a one-off event, it’s an ongoing process. Legislation, investment markets and life are ever changing, which can impact your plan. We will meet at least annually to ensure that you stay on track and where necessary make adjustments. We will also be communicating with you regularly via email, telephone and our regular publications. 

Moneyplan Australia Financial Planners Advice Process