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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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