Stage one — your financial plan
At the first meeting, we discuss your current financial situation, your goals and your risk tolerance. Allow at least two hours for this initial data–gathering session. You’ll be given a homework assignment with a list of documents and other information we need for the development of your financial plan.
Stage two — plan presentation
When your planner is ready with strategic recommendations, a plan strategy session is scheduled to review our broad recommendations and make appropriate adjustments. Plan implementation may begin at this point. The initial plan is then completed and scheduled for presentation and review.
Stage three — plan implementation
In this stage your financial planner will set up all necessary documentation, complete the recommended action plans, organise the processes and keep you informed. When the initial implementation is complete, your planner will continue to organise, update, monitor and communicate clearly and regularly the progress of your personal plan and its components.
Our products and services
We help you make sound decisions on the complex questions that impact on wealth management, investment, retirement and other financial issues.
We invest time and energy in understanding your needs and building an enduring partnership.
We provide advice and solutions that are tailored to your goals, aspirations and personal circumstances.
Financial One’s services include:
- Wealth creation and preservation
- Retirement advice
- Retrenchment advice
- Superannuation strategies
- Tax planning
- Investment advice and portfolio management
- Estate planning
- Inheritance advice
- Cash flow management
- Gearing strategies and debt management
- Centrelink advice
- Employee shares and options
- Salary packaging
- Business enterprise insurances and succession planning