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Financial Planning Advice – The Process

First meeting

The first step is to schedule an introductory meeting. The meeting is for us to get to know you and your situation, and for you to get to know us. This usually takes about two hours. At the end of the meeting we will let you know how we can assist and provide some strategy options for your consideration. The initial meeting attracts a fee of $440 inclusive of GST. The fee is invoiced after the meeting

To obtain maximum value from the first meeting we request you complete our Client Profile before we meet with you. This helps us to understand what is important to you and what you are looking to achieve. We will email or post a copy of our Client Profile to you at the time of booking.

To book your introductory meeting with Trent Alexander, please contact Financial Planning Expert or phone (03) 5974 4350.

Second meeting

At the second meeting we will present our Terms of Engagement to you in writing. This document will include the scope of advice and fee for our work. Our fee is determined by the scope and complexity of advice and services provided to you.

This meeting generally takes up to an hour.

Where you accept our Terms of Engagement a proportion of the quoted fee becomes payable. Then we start work.

Third meeting

At the third meeting we will present our advice. We will explain all recommendations in detail and address any questions.

This meeting usually takes around two hours.

We will then schedule a third meeting to discuss our recommendations and answer your questions. This meeting generally takes one to two hours.

We then proceed with implementing the advice.

After our advice is implemented

Once our recommendations are implemented we work with you on an ongoing basis. This ensures our advice remains up to date.

We don’t provide advice on a once-off basis.