Your Partners In Building and Protecting

The Future You Desire

MATT@THINKINGFINANCIAL.COM.AU

Once You are satised with the recommendations, it is now time to put these into action. We then set out to make this application process as seamless and as stress free as possible. We help and provide guidance with every step of the process, we believe that this gives the client

condence that they are in good hands.

As your life and circumstances may change your needs may change, this is where we work with clients to ensure that they stay on target.

Presenting the plan is a crucial part of the process. This is where we demonstrate how the strategies and reccomendations made can help achieve desired goals and objectives, not only in the short term but also in the years to come. In this meeting the client and adviser work together in establishing a plan and strategy that addresses desiered goals & outcomes

Also known as a get to know you session, this meeting’s main priority is to nd out what your Goals and Objectives are, not only nancially but also personally, this gives us a greater understanding of where you want to be and how you want to get there.

We take the information provided from the personal planning session and build a structured, tailored and personalised solution to help meet

your desired goals and outcomes.

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