Creating your financial plan

Find out how we can help you in a few easy steps

Expert planning for your financial future

Financial planning may be complex, but it doesn’t have to be difficult. We’re committed to ensuring you feel comfortable, informed and supported at each stage of your financial planning journey.

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    1. Meeting your adviser

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    You’ll begin by discussing with your adviser your specific financial needs and goals. We are completely transparent on any fees and charges and there is no cost to your initial meeting.

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    2. Creating your bespoke financial plan

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    With your goals in mind, your adviser can explore your options and discuss the next steps. As we’re independent, we can recommend whole-of-market products and investment opportunities depending on your appetite for investment risk and how you’d like your portfolio managed.

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    3. Putting your plan into action

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    Once you’re happy with the recommendations your adviser has made, we will implement your plan. We’ll set you up on WealthHUB, our client portal, where you can monitor your investments and transactions.

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    4. Keeping you on the right track

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    Whether it be market changes or changes to your personal goals, your adviser can review your plan and adjust when necessary. This keeps your plan dynamic, and gives it the best chance of performing the way you want it to.


Start your journey

Take the first step now and book a free initial consultation with one of our independent financial advisers.

Speak to an expert