Our Approach
At Essence Planning, our approach is centered around your unique circumstances and needs. We believe in a holistic understanding of your financial situation, and we are committed to tailoring our services according to your priorities and preferences.
Understanding Your Needs
When you initially reach out to us, you may have a specific question, problem, or situation in mind that you want guidance on. While we appreciate your inquiry, we often need to gather more information about your circumstances before providing an appropriate response.
We will engage in a thorough conversation with you, asking a wide range of questions aimed at gaining a holistic understanding of your financial situation, needs, and objectives.
Prioritisation
Once we have a comprehensive view of your needs and objectives, we'll work together to prioritise them. This step helps us focus on the most critical areas that require attention. It's not uncommon to discover that what you initially came for may not be the most relevant aspect of your financial well-being.
Scope of Engagement
Based on our discussions and your priorities, we will collaboratively define the scope of engagement for our services and provide you with a clear understanding of the associated fees. The financial advice process will begin thereafter.
At Essence Planning, our commitment is to provide you with personalised, holistic financial guidance that aligns with your needs and empowers you to make informed decisions about your financial future.
OUR SERVICES
- Needs Identification
- Financial Modelling
- Superannuation
- Non-superannuation investment advice
- Personal Insurance
- Wealth Transition
FOR GENERAL ENQUIRY:
Phone: 02 94198339
Email: admin@essenceplanning.com.au