Initial evaluation
Your Invest View advisor will work together with you to create the optimum financial plan and strategies to meet your needs for today and for the future.
Your Wealth Advisor will explain how our financial planning service can benefit you and answer any questions you have. Having listened to you, we will form a picture of your goals and aspirations. If you decide to go any further, they will conduct a full health check of your current financial circumstances to get a greater understanding of your needs.
The first step is our complementary initial consultation. this should take between 45 minutes to an hour.
Initial evaluation
During this phase of the consultation, we will review the wealth accumulation, protection and distribution strategies that are in place for you today. This includes reviewing:
- What is your financial history?
- What are you doing today to plan for your financial future?
- What investment strategies are in place today?
- What is working and not working?
- What are your goals?
- What questions do you have about planning for your personal financial future?
- What attitude do you have about tax and other relevant issues?.
determine the right investment strategy for you select the right investments pay less tax package your salary effectively save on interest payments use debt to your advantage choose the appropriate level of insurance cover, and much much more.
We are different
If this sounds unusual coming from a financial planning business, perhaps you should talk to us. We really are different. Call us today on (02) 9326 6266 or email us.