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The quality of the advice Financial Wisdom Financial Planners give is founded on a rigorous adherence to a proven planning procedure. This ensures that you receive meaningful advice given your unique circumstances. In summary the process includes:
Building a profile
A thorough analysis of your situation and what you want to achieve is made. This includes identifying your personal risk/return profile, financial and lifestyle goals and assessing key threats and opportunities.
Develop solutions
Based on your input, our assessment expertise and our research resources, we develop options for you that will enable you to progressively advance your financial position in line with your agreed objectives.
Provide recommendations
A set of recommendations is prepared, with supporting research, for your consideration. This is then refined and adjusted in consultation with you until a prioritised course of action is agreed upon.
Implement and review
Once you are satisfied with the proposed action plan, we organise the implementation for you with a minimum of fuss and then agree on any review program required.
Paying for the service
Your first interview is complimentary. Should you wish to continue to use our services there are two modes of payment. We usually receive remuneration directly from the wide range of product issuers whose product we recommend. If you prefer we can charge you an hourly fee.
What to bring to your initial appointment:
Details of assets, liabilities, superannuation, insurances, bank accounts, investments etc, belonging to yourself and your partner. Copies of your current statements for the above, your tax file number, cheque book and current driving licence or passport.
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