WHY YOUR WEALTH STRATEGY IS RIGHT FOR YOU

Building Your Knowledge

Much of a Financial Advisers time is taken up with timely face to face client meetings to understand their clients financial goals, and gather important financial information and documentation.

Often this 'fact-finding' can take a couple of meetings and many phone calls and emails. This is expensive time billed to you. This initial process of adviser-led information gathering is also open to information interpretation by the Adviser.

Your Wealth Strategy is a digital Financial Strategy builder which nurtures you, the client, through a knowledge process to gather the necessary valuable information required for a Financial Adviser to prepare a detailed financial strategy for you, their client.

At the end of this fact-finding process you will be more knowledgeable on your financial needs and be better equipped on how to speak with, and understand, your financial adviser.​

FINANCIAL PLANNING MADE SIMPLER

Your Wealth Strategy Built Specifically To Your Goals And Needs

TAKE CONTROL

Take control of your own financial plan. You control the information you share, and when and where you share it.

SAVE TIME & MONEY

Spend less time with a financial adviser filling out personal forms. Their time is money - money you don't need to be spending completing forms

LEARN AS YOU GO

Your Wealth Strategy is structured as a learning document. You'll gather knowledge as you provide the necessary background to your Financial Plan.

A PROFESSIONAL PLAN

Once your financial information is gathered, a qualified financial adviser will analyse and prepare Your Wealth Strategy document for you.

A Personalised Financial Strategy

The valuable result of this knowledge-based financial-fact-gathering process is the necessary information for your Financial Adviser to prepare a detailed financial strategy plan, personalised for you, including the following:​

  • Your Goals
  • Your Risk Profile
  • Your Spending Strategy
  • Your Debt Strategy
  • Your Insurance Strategy
  • Your Superannuation Strategy
  • Your Investment Strategy
  • Your Estate Planning Strategy

 

Quicker Reporting, Inline With Your Goals

Your strategic financial plan will be delivered quicker and more inline with your goals and needs. You will then have the option of your Financial Adviser preparing personalised Statements of Advice reports for any or all of the individual strategies included in Your Wealth Strategy.​