Our team is knowledgeable, experienced and passionate. We will simplify the complex areas of wealth creation, wealth protection, superannuation and retirement planning and ensure that you are armed with the knowledge to select the financial strategy that works best for you.

It is this ability to connect with our clients and a deep commitment to developing ongoing relationships that sets us apart from other financial planners.

This meeting is where we will gain an understanding of your existing financial situation and expectations. We will focus on identifying your short and long term goals so we are able to provide a strategy specifically tailored to you. We will spend time getting to know each other and give you the opportunity to ask any questions, this is an essential step in establishing a successful and long-term relationship. We may also ask you to bring supporting documents to further help us to understand your unique financial circumstances such as your bank statements, superannuation statements or loan details.

We treat this meeting like a brain storming session wanting you to be fully involved. Using the information provided in the fact find meeting focusing on your goals. We will expand further on your goals and aspirations putting these into short and long term; giving you a clearer picture and the ability to see you can make these a reality. We will look at ways we can help you achieve these while maintaining your current lifestyle. A main focus of this meeting is educate you using uncomplicated jargon, tailored to you and your needs and giving you the option to ask questions without any obligation.

This is where the excitement starts, you get closer to achieving your goals. We will present your personal tailored financial strategy this will be documented and provided to you as a Statement of Advice (SoA). We will start with a snapshot of your current situation with projections using your strategy. At the end of this meeting you will have the option to proceed with your strategy and turn your goals and aspirations into reality. We will explain the implementation process and provide all the applications and paperwork required to implement your strategy.

Once our recommendations have been implemented, we will have a post implementation meeting and confirm what has been done. We will discuss an ongoing review and ensuring this needs you short and long term objectives. Your MBA Wealth Management adviser will arrange regular meetings with you at a time that suits you. We also encourage you to call or email us with any queries regarding your financial decisions. The purpose of these meetings is to keep you on track towards your goals and to keep your goals up to date.