Write to our advisory desk
Send your question to info@{domain} and a member of the team will reply within two business days. For account-specific queries, include your client reference so we can pull up the right records before responding.
How a Financial Plan Unfolds Over Time
A realistic timeline of what happens when you work with a financial adviser, from the first conversation to the annual review. Each stage has a clear purpose, a practical deliverable, and a set of expectations you can rely on.
Week 1: Initial Consultation
We start with a 60-minute conversation about your income, expenses, debts, and what you want the money to do. You will receive a summary of the discussion and a list of documents to gather before the next meeting.
Weeks 2–3: Data Collection and Analysis
We review your superannuation, insurance policies, investment accounts, and tax position. This is where we identify gaps in coverage, high-fee products, and opportunities to improve cash flow without changing your lifestyle.
Week 4: Strategy Presentation
You receive a written financial plan with specific recommendations: which accounts to consolidate, how much to contribute monthly, and what insurance cover makes sense. We walk through each recommendation and adjust based on your feedback.
Weeks 5–6: Implementation
Once you approve the plan, we handle the paperwork: rolling over super funds, setting up regular contributions, updating beneficiaries, and lodging insurance applications. You receive confirmation of every action taken.
Quarterly Check-Ins
Every three months we review your portfolio performance, cash flow, and any changes in your circumstances. These are short, focused sessions to confirm the plan is still on track or to make small adjustments.
Annual Review
Once a year we do a full reassessment: updated net worth statement, revised cash flow projections, and a check on whether your risk profile still matches your investments. This is also when we update your plan for tax changes or life events.
