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