Rethink Reshape Retire

 

Do you want piece of mind that you can have the ability to finance the lifestyle and retirement you desire?

Rethink Reshape Retire

 

Do you want piece of mind that you can have the ability to finance the lifestyle and retirement you desire?

Rethink Reshape Retire

 

Do you want piece of mind that you can have the ability to finance the lifestyle and retirement you desire?

Image of estate planning

Rethink Reshape Retire

 

Do you want piece of mind that you can have the ability to finance the lifestyle and retirement you desire?

How It Works

1. Complimentary Consultation

Getting to know each other.

20 minutes. It’s free. Our initial phone consultation will provide you with some insight into how we can transform your financial health and support you on your journey to retirement. Everybody is different with unique circumstances, so we use this time to get to know you, assess whether we can add value to your financial position and answer any questions you might have about our services.  We’ll provide you with our Financial Service Guide (FSG) and our Adviser Profile which highlights how we work, our background and fee structure.

2. First Meeting

Let’s get specific.

Moving forward with our services, the purpose of this meeting is to plant the seeds for a secure financial future. We sit down with you and get specific about your money goals and the life you want to create for you and your family. This is an opportunity to listen and align your strategy with what you value most. May it be paying down a mortgage, investing in a business or optimising your spending, we explore the key areas of your financial life that you would like to improve. We want you to feel confident when talking about your finances, it’s not just about money – it’s about your life and we understand that.

This is where we look at the bigger picture.

3. Producing Your Plan

Advice and guidance.

With your long-term goals in mind, we’ll present you with a financial plan that is tailored to you. Backed by an abundance of knowledge and experience, the Statement of Advice will include the advice, the basis on which it is given, details of your financial plan, products, comparisons, projections, risks and any fees and commission.

We believe that effective financial advice is more than just numbers, income, super, mortgages and assets. It’s about creating a clear understanding of where you want to be and how we can support you in making that happen.

4. Implementation and Review

Taking action. 

Once your plan ticks all your boxes, we begin the implementation process. We’ll help you get your finances in order and feel confident in making informed financial decisions for your future. We believe in sharing our knowledge, educating and empowering our clients to take an active role in creating long term wealth.

We’re here to support you. As per our Ongoing Service Agreement, we will review your financial plan regularly to ensure that you’re on track to achieve your goals. This will act as a perfect opportunity to update you on any changes to legislation, economic events and how they may impact your wealth management strategy. We’re on your team.

Rethink and Reshape Your Retirement

Ready to transform your financial health?