How we do it
Create the life you want
Create the life you want
Create the life you want
While each journey is unique we follow a thorough process that always ensures consistency, assistance and care for our clients.
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Reservation: Call us to book a time to meet each other.
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Check in: Meeting you
An opportunity to get to know you and what you really want to achieve. We will listen to you, discover where you are at and let you know how we can help.
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Take Off: Developing your Plan
We go to work to design a holistic financial plan tailored for you and your chosen destination. We’ll explore all the opportunities and considerations necessary to get you there.
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Gaining Altitude: Presenting your plan
We meet again to now deliver your blueprint for the future. We will go through your financial plan together and answer all your questions.
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Landing: Implementing the Plan
Once you are happy, we will implement your plan and see it completed.
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Continuing The Journey: Ongoing Review
We are with you for the long haul. We are there to help. When your situation changes we hope we will be the first people you think to contact. We will invite you at least annually to get together to keep you fully informed on your financial journey.
Find out more about what we do.
In total, almost 30% of Australians currently use the services of a financial planner. This increases with age from just 10% of those aged 16 to 24 years, 27% of those aged 25 to 34, 32% of those aged 35 to 49 and 37% of those aged 50 plus years.
Source: Galaxy Research prepared for the FPA, May 2008
