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Financial Planning The Wealthplan Way

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How we work

Wealthplan's unique financial planning process

How We Work

 

Identify goals and priorities
Your Wealthplan Financial Planner will need to gather as much information about your current financial situation as possible, including details of your income, debt level, superannuation, life insurance and other committments.


Strategy meeting
Here we offer generic options for clients to select the best approach for them.


Written Plan (Statement of Advice)
A detailed Statement of Advice is presented at this meeting with recommended strategies (i.e. Investments and insurances) to meet client needs. No formalised plan is to be prepared if no client benefit is to be achieved.


Agree/adjust the recommended approach
Once the approach is signed off (i.e. Meeting 4), investments are placed and the implementation of your financial plan commences.


Annual/half yearly review
Any adjustments to the financial plan are made here to ensure continued relevance in changing personal, legislative and economic environments.

What We Do

We want to be your financial planner for life and our range of services ensures that we meet all of your financial needs

WealthPlan Financial

Lvl 1, 175 Boronia Rd, Boronia VIC 3155

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