STEP 2: WHAT TO EXPECT FROM YOUR ADVISER
Meet and greet
This is your opportunity to meet your adviser, ask questions, discuss costs and to see if you are comfortable with them. To get the most out of this meeting, bring as much information about your financial situation as you can.
- Ask questions and discuss your goals
- Your adviser will outline fees and discuss next steps
Your personalised plan
Your adviser will provide you with a personalised plan to help you meet your personal financial goals. They will explain the options to you and answer any questions so you’re completely comfortable with your plan.
- Discuss options
- Receive your personalised plan
Now you can put your plan into action. Your adviser will stay in touch and review your plan to keep you on track.
- Implement your personalised plan
- They will keep you informed on how you are tracking to achieve your goals
Skip these steps and get in touch with an adviser.