The Process Step 4

Once you are comfortable with our recommendations in the SOA and all questions or adjustment requests are cleared up, it’s time to put your plan in place.

As your Financial Planner, we will prepare all the paperwork and necessary forms and applications to establish your investments. We can even take care of Centrelink paperwork such as Age Pension applications, updates and Commonwealth Seniors Health Care Cards.

Before processing the documentation, we’ll meet with you again, usually for about 45 minutes, to go through the actions. Once completed, we will confirm the implementation in writing and establish when we should meet next.