Our Process

SIX STEPS TO FINANCIAL PLANNING

Together, we explore the possibilities for building a solid foundation for building your personal wealth, and then developing a visionary plan to grow your assets and investment income.

This is only possible by spending the time to:

  • Understand what concerns you and what drives you about your future
  • Analysing the various possibilities for building your financial independence
  • Monitoring and re-evaluating the direction of your plan

Our 6 step consulting process takes clients along a path of education. This allows you to make informed choices regarding your financial future.

Time Required - allow 1-1.5 hours

THE INITIAL MEETING

This meeting provides you with information on CWS and the way we work. It allows us to find out more about your individual situation with a view to discussing your goals and concerns. There is no charge for this initial consultation.

Time Required - allow 1-1.5 hours

THE STRATEGY STAGE

At this stage we will perform an indepth analysis of your current position, discuss your strategic options in meeting your goals and complete a risk profile. We will make sure that your goals are realistic at this stage.

Time Required - allow up to 1 hour

THE STRATEGY PRESENTATION MEETING

Our strategic advice (known as a Statement of Advice) is presented in an easy to understand format. We will go through our strategies slowly to make sure you understand how your money is invested. Education of our clients is a key to the success of our strategies.

Time Required - allow up to 1.5 hours

THE FOLLOW UP MEETING

We expect you to take our advice document home to read carefully. A follow up meeting is held if applicable to answer any questions you may have, and to discuss a timetable for implementation of any recommendations.

Time Required - allow up to 1 hour

THE IMPLEMENTATION STAGE

We manage the implementation of our strategy in full and regular updates are provided to you regarding how the implementation is progressing.

Time Required - Nil

THE REVIEW STAGE

Dates are established for regular reviews of your strategy.

Time Required - Up to 1.5 hours per review

As you can see, this is the creation of a long-term relationship based on trust and loyalty. We are commitment to serving your interests and providing ongoing education and we expect the same commitment from you.


WEALTH ACCUMULATION

You've built your career to a point where you are really starting to make some headway. Life is getting busy though - a new relationship, starting a family and raising the kids - not to mention committing to and paying off that mortgage.

WEALTH PROTECTION

A good financial plan, designed to build and preserve capital, is of little value if it does not provide financial protection in the event that your income ceases.

WEALTH TRANSFER

Talk about change - you've seen it all, and what you haven't seen isn't worth seeing. You've raised the kids, helped them move out of home (and back in again at least twice) and worked hard to get them married and settled.

WEALTH MANAGEMENT

It is essential that your financial strategy is reviewed and refined regularly to ensure you stay on track and that your goals are achieved. Your plan should be adjusted to take into account changes.

Customised Wealth Strategies Pty Ltd ABN 74 147 806 095 Corporate Authorised Representative Financial Services Partners Pty Ltd *Jason Woolford Authorised Representative Financial Services Partners Pty Ltd

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The information (including taxation) in this website is general advice only and does not constitute personal advice. It has been prepared without taking into account any of your individual objectives, financial solutions or needs. Before acting on this advice you should consider the appropriateness of this advice, having regard for your own objectives, financial situation and needs. you should seek personal financial advice from a qualified financial adviser before acting on the advice.