Every individual has completely diferent goals and aspirations. Our advisers will take you through the advice process, from understanding your situation to implementing a solution.
Our Advice Process
For the service that is right for you
1. Discovery Session
The purpose of the discovery session is to identify where you are now and where you are trying to get to in the next 5, 10 or 20 years.
During this stage will we help you determine the resources you have available to you now, the resources you will need, and the possible resources that will be available to you in the future.
3. Planning Meeting
The next step is to present your personal advice to you in a Statement of Advice. This document explains the strategy selected and how this meets your personal needs, objectives and financial situation.
Once you are comfortable with the advice and confirm your acceptance you will need to complete the Authority to Proceed and application forms.
5. Forward Planning Meeting
An annual review ensures the plan remains appropriate over the long term as your needs and circumstances change.
Amazingly, along with the much appreciated warmth and kindness which is offered the clients of Wealthwise, the advisers ( Jamie Luxton and Paul Turner) will listen carefully to any suggestions the client has and re-work their calculations and advice, if they think a suggestion is in the client’s even better interest.
Our Service Offer
- Retirement Planning
- Wealth Management
- Life Insurance
- GESB Advice
- Investment Portfolio Management
- Insurance Claims
- Aged Care
- Business Succession
- Overseas Pension
- Legacy Planning
We also have a panel of referral professionals to assist in areas outside of financial planning, including mortgage broking, accounting, general insurance and lifestyle planning.