Our financial planning process is structured to make your experience with us straightforward, transparent and most importantly, enjoyable.
One of our Financial Planners will work closely with you at each stage of the process so that they have a full understanding of your personal situation and lifestyle goals and can develop a plan suited to your needs.
We follow a simple 7 step financial planning process to deliver clear and simple solutions to your financial situation. This follows the 7 steps recommended by the Financial Planning Association of Australia (FPA) and are adopted by all AMP financial planners.
Step 1
An initial conversation allows us to find out more about each other
Step 2
We will collect all the information we need from you (sometimes called ‘fact finding’)
Step 3
We will help you identify your goals and current financial position. We normally do this at the same time as the ‘fact find’
Step 4
We will consider the 7 building blocks or strategies (eg, tax, Centrelink, estate planning etc), then develop and present you with written recommendations in a financial plan (called a Statement of Advice)
Step 5
We will discuss the recommendations with you and make sure you are comfortable and agree with them
Step 6
We will implement the agreed recommendations
Step 7
We will periodically help you review your objectives, financial situation and needs