Resources

Resources

The financial advice process

STEP 1
  • First appointment together
  • We get to know you and you get to know us
  • Discuss financial services guide
  • We talk about your goals and objectives
STEP 2
  • Together, complete a personal financial profile
  • Determine your tolerance to risk
  • Develop a clear picture of your financial situation
STEP 3
  • Agreeing on the service
  • Confirm services
  • Consider, evaluate, prepare
  • Discuss services and costs involved
STEP 4
  • Advice preparation
  • Analyse possible strategies and options
  • Research legislation and potential products as/where required
  • Prepare recommendations
STEP 5
  • Advice presentation
  • FFS presents recommendations
  • Together discuss documentation in greater detail
  • If and only if and when you are complete comfortable you sign an authority for FFS to proceed
STEP 6
  • Implementation of the agreed strategy
  • Consider portfolio performance and change
  • Consider new legislative opportunities and threats
  • Review of your finincial situation, needs and objectives

Client Adviser Journey

THE RELATIONSHIP

  • FFS treats each client as an individual and provides tailored services considering short and long-term objectives
  • Innovative tailored solutions through sound financial guidance
  • More security for you and your loved ones
  • Independent transparent fees - no industry commissions

THE SECURITY

  • FYG licensing and compliance
  • Institutional negotiation
  • Professional indemnity insurance
  • Business support service
  • $1.9billion under advice

THE LEGAL GUIDANCE

  • ASIC oversee FYG planners PTY LTD
  • Ensure compliance by advisers
  • Legislative guidance