Our Process
Scope of Advice
Typically, we will propose the scope of
advice/engagement and the associated fees after gaining sufficient understanding of your
circumstance from our initial discussion. The financial planning process will formally commence upon
your acceptance of our proposal.
The Financial Advice Process
step 1Data Collection
Once we've agreed on the scope of engagement, we initiate the data collection process.step 2Data and Scenario Analysis
At this stage, we typically schedule a meeting or call to validate collected information, share initial analyses, discuss potential options, and understand your preferences before finalising our recommendations.step 3Documentation and Presentation of Recommendations
All recommendations are documented in a Statement of Advice, which is presented to you in a meeting where we explain each recommendation.step 4Implementation
For financial investments, this includes tasks like account opening, investment transactions, etc., as needed. For non-financial investments, we assist and coordinate as much as possible.step 5Ad Hoc & Regular Review
We conduct an annual review of your circumstances and portfolio(s). You're welcome to contact us for ad hoc advice or reviews as needed, restarting the advice cycle from step 2 above.
We are committed to transparent and fair pricing for our services, ensuring that you receive the quality financial advice you deserve.
FREE 15-MINUTE DISCOVERY MEETING
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