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
admin@sagefinancialadvice.com.au