WHAT WE DO and HOW WE DO IT

FREE - FIRST CONSULTATION

  • Your Goals and Needs are established

COLLECTION OF RELEVANT DATA

  • Completion of Confidential Client information Report

  • Completion of the FinaMetrica Risk Tolerance Questionnaire

DEVELOPMENT OF STRATEGY

  • Using your needs, goals and objectives

FINANCIAL & INVESTMENT PLANNING 

  • A plan specifically tailored to your situation and investment profile

RISK ASSESSMENT AND PLANNING

  •  Taking into consideration your needs a tailored plan for Insurance and/or Super

STATEMENT OF ADVICE PRESENTATION

  • Presentation of our Recommendations

IMPLEMENTATION OF STRATEGY

  • Upon receipt of Authority to Proceed

ENGAGEMENT LETTER PROVIDED

REVIEW ONGOING CIRCUMSTANCES

ONGOING

  • CLIENT REVIEWS - REPORTING HALF YEARLY & ANNUALLY or WHEN REQUIRED
  • AFFIRMATION LETTER PROVIDED
  • RESPONSE TO CLIENT REQUESTS / QUERIES WITHIN 24 - 48 HOUR
  • REGULAR - PERSONAL & WRITTEN LIASON WITH CLIENTS
  • ONLINE CLIENT TRANSACTIONS
  • NEWSLETTER MAILOUTS

PROMOTIONAL EVENTS

  • SEMINARS
  • CLIENT FUNCTIONS
  • REWARDS PROGRAMME – DISCOUNT INCENTIVES FOR REFERRALS

CASHFLOW ASSET & INVESTMENT MANAGEMENT SYSTEM (CAIMS)

  • CASHFLOW MONITORING & COMPLETION
  • INCOME TAX WITHHOLDING VARIATION LODGEMENT
  • DOCUMENT PREPARATION FOR ACCOUNTANTS WHEN REQUIRED