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.