Your Advice Journey

Our Financial Advice journey consists of a six step approach:

ENGAGE

  • Let’s get together and chat! Share with us your financial roadblocks, struggles and your goals and aspirations and we’ll identify where we can assist.

DISCOVER

  • Discovery appointment with FAM Financial Adviser so we get a better understanding of what is important to you.

ANALYSE

  • We’ll crunch some numbers and work behind the scenes to formulate strategies based on your unique situation.

ADVISE

  • Presentation of your personalised plan in line with your expectations to achieve your goals. If you’re happy to proceed, we’ll jump right into it!

IMPLEMENT

  • Commencement of implementation of your personal financial plan.

  • Completion of documentation / engagement of service / product providers.

REVIEW

  • We’re with you all the way! We provide ongoing monitoring and management of all aspects of your personal financial plan by your allocated Financial Advice Matters coach

  • We know how quickly things can change… every 12 months we will revisit your situation to discuss any changes and ensure your plan is still on track to achieve your goals.

Still have questions? get in touch!
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