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.

1. Meeting your adviser

Meeting your adviser

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.

Meeting your adviser

2. Creating your bespoke financial plan

Creating your bespoke financial plan

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.

Creating your bespoke financial plan

3. Putting your plan into action

Putting your plan into action

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.

Putting your plan into action

4. Keeping you on the right track

Keeping you on the right track

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.

Keeping you on the right track
 

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