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.

About You:

  • 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.