We then set to work investigating different strategies, and settle on the most appropriate. We may phone you to discuss any newly identified options.
Investments are selected based on quality research, with a focus on diversity and liquidity. We reference your comfort-zone and ethical perspectives when recommending investments. We then compile your financial plan. The report outlines each:
- risks, costs and issues
- financial projections may also be included
The Presentation Meeting
At the Statement of Advice Presentation Meeting, we present your personalised recommendation. We discuss on each strategy and option. You have the opportunity to ask questions, ensuring you are comfortable and understand the investment proposal.
You will then sign investment application documents authorising the plan to begin implementation.
Finally, we lodge the forms. Implementing your plan will require us to liaise with your superannuation fund/existing investment providers.
Depending on the strategy, this step could take several weeks or months.