Book Your FREE No Obligation Discovery Session
Your FREE, no obligation Discovery session is designed to help you get a better understanding of your current financial position as it relates to your specific financial goals, short and long-term, and what resources you have to achieve them.
What to expect?
You will walk away from your Discovery session with a clear understanding of:
- Your financial goals - if you don’t already have your financial goals clearly defined or unsure how you can achieve your current goals - we will help you clarify your goals and identify what’s realistic and achievable for your specific needs, situation and timeline.
- Your current financial position - where your opportunities are and if there are any gaps or areas for improvement specific to your financial situation.
- Strategic pathway to achieve your financial goals based on your current financial situation and timeline for achieving your goals.
In your Discovery session we will clearly outline what the entire financial planning process would look like and what levels of support we can offer going forward - from creating a detailed initial financial plan, to full implementation and on-going support throughout your entire wealth creation journey.
We will clearly outline our services, fees and define responsibilities for both parties throughout the entire financial planning process.
Who is this for?
Whether you are interested in restructuring your mortgage to pay down debt faster, creating wealth, planning for retirement, or generally wanting to make sure you are on track with your financial goals, both this year and long-term, you will benefit from talking to a MyFuture Personal Financial Adviser.
Our Process
Your FREE, no obligation Discovery session forms Steps 1 and 2 of the 6-step financial advice process that we follow, which is the international benchmark for providing financial advice.
What is our 6-Step Financial Advice Process?
The 6-step financial advice process is the international benchmark for financial planning. This holistic approach is proven to increase the likelihood of you achieving your financial goals.
Discovery Session
This is our opportunity to get to know you better, understand your financial goals (short, medium and long-term), and what resources you have to achieve those goals.
Research & Recommendations
During these steps, we do the research, run the numbers, document and present our recommendations to you. This can be a comprehensive financial plan focused on long-term wealth creation and/or a statement of advice focused on your more immediate financial needs. We will need to verify the information you provided during the Discovery Session by requesting supporting documents such as loan and savings account balances, payslips, etc. This ensures we are using highly accurate information when developing our recommendations.
Implementation
This step is all about implementing the recommendations. We don’t just provide the recommendation; we take responsibility for helping you implement it. This could involve helping you to complete application forms, working with a broker to restructure your lending, or finding you suitable investments. We understand you’re busy, so our goal is to make your financial world as easy as possible by doing as much as we can in-house for you. However, ultimately, we never have access to your money and cannot sign anything on your behalf, so you need to be an active, willing, and ideally enthusiastic participant in this process.
Ongoing Service & Reviews
This is where the real fun begins—managing and tracking your long-term financial success. We have periodic reviews to ensure your strategy is still appropriate if your goals or circumstances have changed. We adjust when necessary and provide annual snapshots so you can see your progress over time. Most importantly, you have your very own trusted Personal Financial Adviser available anytime to help with the little or big stuff. Worried about making next month’s mortgage repayments? Call us. Your parents gave you an early inheritance? Call us. Broke up with your partner and split all your assets? Call us! We’re here for you every step of the way to ensure that whatever life throws at you, you stay on track with your long-term financial goals.
Get Started Today
Many people underestimate the power of financial planning and what they can achieve over the long term - we don’t want you to make the same mistake!
Start your journey towards achieving your financial goals today by booking your FREE, no obligation Discovery Session with one of our Personal Financial Advisers.
Book your Discovery Today
Still unsure?
Still Unsure if our FREE no obligation Discovery session is right for you?
Our friendly team of Personal Financial Advisers are here to help.
Get in touch with us today: