Strategic is with you every step of the way, starting from our initial meeting. The financial advice you receive is built on an understanding of what your short, medium and long-term goals are. Fill out a Client Overview Form and begin your Strategic journey to financial independence.
01
Client Overview
To ensure a comprehensive understanding, we ask you to complete a fact-finding document online, asking about your income, expenses, assets and liabilities. Then we can focus on what really matters: Your goals, and how we can help you achieve them.
02
Initial Consultation
We provide a free consultation with no obligations to begin your journey with us. An experienced and senior adviser will walk you through our holistic approach to financial advice.
We will then get you to articulate your goals so we can determine the monetary cost of reaching them, and then recommend the best financial strategies. Once you are satisfied and comfortable, we will begin with our formal recommendations. At this point, we will involve our specialists from different areas as required, to ensure a cohesive approach across the board.
03
Strategy Preparation
A Statement of Advice (SoA) will be prepared, to formalise our recommendations to you. Conducting due diligence for the preparation of an SoA would typically involve:
Strategy research
Consideration of alternative strategies and products
Superannuation research
Insurance research and analysis
Investment research
Platform comparisons
Product comparisons
Financial modelling
Formalising strategy recommendations
Plan construction
04
Presenting Your SoA
We provide a free consultation with no obligations to begin your journey with us. An experienced and senior adviser will walk you through our holistic approach to financial advice.
This stage formalises discussions and confirms the financial strategies. A thorough and comprehensive SoA ensures you understand what we’re recommending and how it will impact your financial goals.
05
Plan Implementation
Once our recommendations have been agreed to, we are responsible for putting them into action.
This would typically include strategies such as:
Superannuation consolidation
Establishment of a self-managed super fund
Organising the insurance underwriting process on your behalf
Placement of trades for recommended investments
Setting up salary sacrifice arrangements
Transition to retirement strategies
06
Ongoing monitoring and review
Once our recommendations have been agreed to, we are responsible for putting them into action.
This would typically include strategies such as:
Financial modelling updates
Portfolio performance reports
Market updates
Portfolio investments and rebalancing
Regular reviews of your personal circumstances
Strategy reviews
Changes to client’s portfolios based on product research
Excess concessional contributions to superannuation
Division 293 tax for high-income earners
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