Financial Planning Process
Step 1: Connect / Understand You
About us (Adviser):
We will also introduce our team, expertise and services to show how we can help you achieve your goals.
We will discuss your life, finances, dreams and goals, and what’s important to you in order to help you understand:
where you are now?
What’s your current investment experience and attitude?
Where you want to be?
Step 2: Research / Tailor Your Plan
We will explore your options and develop a strategy that is feasible and appropriate to your needs.
We’ll create a plan tailored for your circumstances and will help you understand how a plan can get you to where you want to be.
“Think about all the hopes and dreams you have for you and your loved ones. While there is no magic wand, with expert advice from an experienced BMYG Wealth adviser you can explore a range of strategies to help bring these to life.”
Step 3: Implement/ Ongoing Review
We don’t just give you a plan but actually help you put it into reality as we do all the background work for you, including:
setting up new investments
transferring existing investments
rolling over your super accounts
establishing regular investment or super contributions
establishing insurance policies
As this process may take some time, we will keep you informed and involved where required, as we implement your plan. This will help you understand how and when everything will happen.
We will offer you appropriate ongoing advice that keeps you on track and informed. This will give you confidence as your plan is adaptable to your situation.
Depending on your ongoing advice service, you might want to meet with us one or twice a year to review your plan according to changes to your situation and the market.
We will keep the communication active to ensure you are provided with the relevant information and market commentary that is in your best interest.