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Contact Us

MB: 0412 554 398

admin@sagefinancialadvice.com.au

Po Box 15034
Edge Hill QLD 4870

Setup an Initial Consultation

Financial Planning Process

Depending on your instructions we will then perform a ‘needs analysis’ built on your current situation, and taking a view of any plans or goals you may have. We will proceed to advise you on anything from a short term financial strategy to a lifetime financial plan, followed up with regular reviews.

1. Getting to know you

Determine your goals for your financial future and how we can help you achieve them.

2. Information Gathering

Confirm your current situation by completing a Fact Find as well as an Investment Risk Questionnaire.

3. Research and Analysis

Assess and identify any gap in achieving your desired objectives – create an action plan.

4. Presenting your Financial Plan

Discuss and explain our recommendations in line with your Financial Objectives.

5. Implementing your Plan

Complete all necessary documentation.

6. Ongoing Review

To adapt Plan if circumstances change and/or regular monitoring to ensure plans are continuing to meet Financial Goals.

Address

PO BOX 15034
Edge Hill, QLD 4870

 Phone

0412 554 398

Email

admin@sagefinancialadvice.com.au