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.
An initial conversation allows us to find out more about each other
We will collect all the information we need from you (sometimes called ‘fact finding’)
We will help you identify your goals and current financial position. We normally do this at the same time as the ‘fact find’
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)
We will discuss the recommendations with you and make sure you are comfortable and agree with them
We will implement the agreed recommendations
We will periodically help you review your objectives, financial situation and needs
Disclosure statement: Hannagan Bassett Financial Services Pty Ltd, ABN 61 109 494 662 is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706 General Advice Warning: This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person.You need to consider your financial situation and needs before making any decisions based on this information.
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