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Our 4-step process applies to financial planning

Planning to set yourself up financially for the future should be based on your circumstances, your personality and the goals that are important to you.

Whilst it is important for your adviser to have the strength and experience to develop the overall strategy, it is essential that you are comfortable in owning this strategy and that you can call it your own.

Generally, for this to happen, most Australians want to know that they have had some say in how it is developed.  At Vision, you will find our 4-step process applies to financial planning as well.

Know You

By the time we are ready to put together your plan, there should be a feeling that:

we understand what motivates you,

what led you to giving us a call, and

the experiences you have had in the past.

We will have given you a clear idea of any costs involved in our advice and there will be confidence that we won’t suggest you invest in anything that you won’t understand or be uncomfortable with.

Research & guidance

In devising your strategy, our promise that we won’t put any strategy or plan in place unless it is:

clear to you that what we are suggesting is evidence based,

you are confident in our reasoning, and

that we have shown how we can measure the strategy along the way.

This will leave you with a clear feeling that you can own this plan, you are comfortable with it and it is worthwhile committing to.

Put everything in place

This step is critical to get right because we are now starting to help you invest your money. We are there to project manage the process by:

ensuring all the components of the strategy are put in place,

no mistakes are made, and

you are kept up to date along the way.

We will have given you a clear idea of any costs involved in our advice and there will be confidence that we won’t suggest you invest in anything that you won’t understand or be uncomfortable with.

Walk alongside you

Reviewing your strategy is vital so at Vision we believe that for it to be successful we should to be there for the whole journey.

Our goal is for you to feel confident that you don’t have to worry about your financial future because we are doing this for you.

Regular communication, benchmarking all investments and reviewing all aspects of the strategy will go without saying.

Is that the type of service that you’re looking for?

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