4 Steps to Success
Financial planning is not an easy process. But we try to make it as uncomplicated as possible. That’s why we created our four, easy to follow, Steps to Success.
Step 1. Defining your goals
Everyone is different with differing financial resources, lifestyle needs and personal aspirations.
Our aim is to work with you and to provide a process that assists you in defining, quantifying and prioritising your individual needs and goals.
Through goal setting, your financial adviser will work with you in developing a portfolio that provides you with the required return to deliver your goals.
Your portfolio will be developed through a variety of strategies that encompass:
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Step 2: Developing investment strategies
Having defined your goals with you, your financial adviser will investigate and assess the options that are suitable for you and together determine the financial investment strategies that are right for you. This will include consideration of the investment return you need to reach your goals and the portfolio that will deliver that return.
Lifestyle
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Step 3. Implementing your plan
The third step involves implementing your plan, where together you and your financial adviser will choose the most effective solutions for you.
Your financial adviser will spend time with you to explain the options, how they could affect your plan and how appropriate they believe the option is for you.
Diversification in Investment types
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Step 4. Ongoing Service Program
Every financial plan, no matter how carefully structured, is vulnerable to the effects of change.
Changes to your personal circumstances, changes in legislation, social security and taxation, as well as changes to the financial markets, can all affect your financial plan and its ability to achieve your goals.
Your Australian Central financial adviser will provide you with regular reviews and ongoing financial advice to ensure your plan remains on track.
At each review, we will revisit your goals and priorities in light of changing circumstances.
Our service program delivers the following components.
- Financial plan
- Lifestyle modeling
- Induction program
- Portfolio reports
- Planner reviews
- Service Team access
- Financial Planning client newsletter
- Investor magazine
- Wealth management seminars
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