Statement of Advice Process

To secure your financial future it requires a team of experienced professionals working together.

Statement of Advice Process

Here is a brief outline of the process involved in preparing and presenting your Statement of Advice.

Congratulations on getting your Statement of Advice developed!

You are another step closer to reaching financial freedom. As you continue to pass landmarks on your path to financial security you should celebrate each milestone, getting your Statement of Advice is one of those.

Your Statement of Advice requires a team of professionals with years of experience (plus the dedication to keep the knowledge up to date) working together to develop a comprehensive financial plan.

Here are just some of the steps involved in developing your Statement of Advice.

  • After Your Discovery Appointment

    To ensure the whole team is across your financial situation and your financial goals, your financial advisor will sit down with the team directly after your discovery appointment.

    In this initial team strategy meeting, with your long-term financial security in mind, we will refine the strategies touched upon in your discovery appointment. For the team, it means the various tasks will be allocated to ensure that your Statement of Advice is developed and presented in a timely manner.

  • Initial Data Collection

    In your discovery appointment and your Client Data Snapshot, you would have provided estimates of your financial world such as savings, budgets, superannuation and existing debts.

    In order to be certain of your financial world, our team will gather the specific information from a variety of third-party sources once you’ve signed the notice to obtain.

    Doing this allows us to develop strategies and recommendation with the utmost accuracy in your Statement of Advice, whilst, adhering to internal and external compliance regulations.

  • Internal Strategy Discussions

    After the data is collected, your financial advisor will sit down with the associate advisors and paraplanners to finely tune your strategies and recommendations. In this stage of the process, we will continue to assess alternatives to ensure you’re getting the best product for your needs.

    In this stage it is important that we have all the relevant documentation to create the strategy, this includes The Budget Calculator and any additional documentation we requested after your Discovery Appointment.

  • Developing The Statement of Advice Document

    It is in this phase that adjustments are made to the plan that may have occurred since the initial data was obtained throughout the collection process. We understand that things in life can happen outside of our control and we are ready to make adjustments to the plan as required.

    Once the strategies and recommendations have been finalised your Statement of Advice document is developed. This document details all aspects of your financial plan which will be presented at your Statement of Advice presentation.

  • Your Statement of Advice Presentation

    Your advisor will sit down with you and present the plan. All aspects of the Statement of Advice will be discussed and explained to ensure you understand how you’ll be able to achieve a more secure financial future.

  • After The Presentation

    Once your Statement of Advice is presented, you’ll be able to ask your experienced financial advisor any questions regarding any elements of your journey to financial freedom.

    The next stage in your journey to financial freedom is started by proceeding either in full or in part to the recommendations outlined in the Statement of Advice. Once you do this you’ll be able to relax knowing that you’re one step closer to financial freedom!

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I contacted Ben Budge to provide a holistic review of our financial position, including investments, superannuation and retirement planning. Ben provided a summary of our financial goals, along with how our strategies aligned with those objectives…which was great for motivating us to make some changes…I would consider Ben to be very professional and friendly, and I’d recommend him to anyone seeking to secure their financial and retirement planning.

Ian J.
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Joining My Wealth Solutions was one of the best decisions I’ve made – they have a great team there and communication is fantastic. Ben walked me through the whole process and I knew I was in safe hands with the transparent explanations of all aspect’s of what I could expect. I can’t recommend them highly enough and am excited about what’s to come.

June J.
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My wife and I decided to make some changes to the way we were managing our finances and planning for our future financial security. Through the process of re-financing for the construction of our new family home,…from the very first meeting we had with Ben, we were comfortable and at the same time excited about…to our financial planning and future position.

Andrew H.
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So far my experience with Ben and the team at My Wealth Solutions has been exemplary. They have offered fantastic, reliable and prompt advice and their knowledge far outweighs the cost of service. I would recommend this route to anyone seeking financial advice. Looking forward to my future even more so thanks to My Wealth Solutions.

Adrian L.
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We have been extremely happy with the service and advice that we have received from Ben and all of the staff at My Wealth Solutions. Ben and his staff are always very friendly, helpful and take the time to discuss any questions that we have had along our financial advice journey to date with them. We would have no hesitation in recommending the services of My Wealth Solutions.

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Jennette B.
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I was recommended Guy Freeman’s help with planning my financial future, and am very satisfied and reassured by his input over the last couple of years. I’ve actually received more input than I thought possible…sound investments; making a will, life insurance, income protection insurance, and realistic plans for retirement… I feel ‘looked after’ by this company, and excited about my financial future.

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