Our Planning Process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. 

Through our unique discovery meetings, and working collaboratively with your other professionals, the development of strategy planning and facilitation is all about understanding and implementing what is most important to you.

Meet
Confirm
Financial Plan
Implementation
Working together ongoing
1
2
3
4
5
Conduct discovery meetings to understand your wishes and needs
We gather data on your financial situation, agree on your planning requirements, and establish the strategies and the blue print.
After confirming your vision has been captured correctly, we create a personalised risk management plan that will serve as a roadmap towards your goals.
We now put your plan into action by implementing your personalised strategies.
There is no ' set and forget it'. We partner with you ongoing, periodically reviewing your plans to ensure they continue to be relevant to your evolving needs and circumstances
Step 1
Discovery Call
Let's have a quick chat to see how we can work together to help you achieve your goals.
Step 1
Step 2
Gather Data
We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.
Step 2
Step 3
Financial Plan
We create a personalised financial plan that will serve as a roadmap towards your goals.
Step 3
Step 4
Implementation
We set your financial plan in action by implementing all your personalised strategies.
Step 4
Step 5
Support
There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.
Step 5

We look forward to working with you to achieve your goals.

Please get in touch

Get in touch

Our Address

  • Suite 29, Level 1, 431 St. Kilda Road, Melbourne VIC 3004
  • 03 9866 3849

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Legals

Adept Financial Solutions Pty. Ltd. ABN 59.482.181.048 Corporate Authorised Representative Of Professional Investment Services Pty. Ltd., ABN 11 074 606 558, AFSL No: 234951 

This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. Whilst all care has been taken in the preparation of this material, it is based on our understanding of current regulatory requirements and laws at the publication date. As these laws are subject to change you should talk to an authorised adviser for the most up-to-date information. No warranty is given in respect of the information provided and accordingly neither Alliance Wealth not its related entities, employees or representatives accepts responsibility for any loss suffered by any person arising from reliance on this information.

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