The Process Step 3

Once you have agreed to proceed we will conduct research on your existing investments and spend the time required to consider the range of relevant strategies and prepare financial projections.

We will then outline a set of recommendations in a written report or Financial Plan called a Statement of Advice (SOA). This is a legal document required for any personalised financial planning advice, and it contains important information explaining:

  • The recommended strategies
  • The expected outcomes of the advice in relation to your objectives
  • Any fees associated with the advice and/or any recommended financial products

Once we have prepared your SOA, we then meet with you to go through the recommendations in detail – this meeting tends to take between 1.5-2 hours.