6-Step Process
Financial optimisation can be daunting, which is why many people choose to work with a Qualified Financial Adviser. You face numerous options and uncertainties when planning your financial future. Complex legislation and industry requirements continue to evolve, making expert, updated guidance more valuable than ever.
MyFuture's Qualified Financial Advisers follow the proven, internationally recognised 6-step financial planning process to help clients identify and reach specific financial objectives. We don't just provide advice – we establish long-term relationships with our clients, becoming their trusted adviser for life.
When working with our team, we guide you through every step to find your financial path and stay on it. We’ll evaluate your financial status and help you achieve personal objectives for a successful, financially independent future.
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.
Frequently Asked Questions
Get Ahead With Quality Financial Advice
Ready to take control of your finances? Our Qualified Financial Advisers guide you through the six-step process regardless of your uncertainties and challenges. We analyse your specific circumstances, establish an achievable financial plan, and monitor your performance on a regular basis to ensure our advice remains relevant as your life changes. Experience the MyFuture difference, where exceptional client care meets expert guidance on building wealth and investments.