Our Process
1 Initial Meeting
At the outset of our partnership, we conduct an initial meeting that serves as the cornerstone of our financial planning process. This session is designed with a clear, step-by-step approach to ensure we fully capture your financial aspirations and needs.
- Discovery Phase: We initiate the conversation with our discovery document, a structured tool designed to unearth your core financial goals and priorities. This phase is vital for understanding what truly matters to you and your loved ones on your financial journey.
- Information Gathering: Through a targeted series of questions, we collect critical information that will inform the development of your financial strategy. This is an interactive process, aimed at ensuring we have a comprehensive view of your current financial situation and your aspirations.
- Strategic Planning: Utilising the insights gathered, we proceed to draft a detailed strategic advice document. This document is tailored specifically to you, laying out the steps we will take together to achieve your financial objectives.
This structured initial meeting is instrumental in setting the direction for your personalised financial plan, ensuring we are aligned with your goals and ready to navigate the path to achieving them.
2 Strategic Analysis
After the initial meeting, we transition into the strategic analysis phase. This critical step involves a deep dive into both your current financial status and the objectives you hold dear. Here's how we approach this phase.
Comprehensive Understanding: Armed with a thorough comprehension of your present circumstances and aspirations, we proceed to the next level of our process.
- Background Research: We embark on extensive research, delving into the specifics of your financial landscape. This research is foundational, ensuring that the strategies we consider are grounded in a solid understanding of where you stand today.
- Strategic Modeling: With the insights from our research in hand, we then utilize sophisticated modeling tools to evaluate various strategies. This step is about fine-tuning and exploring different pathways that align with your unique circumstances.
- Tailored Strategic Plan Development: The culmination of our analysis and modeling is the creation of a strategic plan meticulously tailored to your situation. This plan is not one-size-fits-all; it’s a bespoke solution designed to navigate you towards your financial goals effectively.
Our instructional approach in this phase ensures that every strategic plan we develop is both comprehensive and customised, aimed at maximising your financial potential.
3 Presentation of the Strategy
In our upcoming session, we'll carefully walk you through the Strategic Advice Document, our comprehensive guide crafted specifically for you. This document serves two primary purposes.
- Confirmation of Understanding: It starts by reiterating your financial status and the objectives you’ve shared with us, ensuring our mutual understanding remains aligned.
- Roadmap Development: The document further outlines a meticulously designed roadmap, aimed at enhancing your ability to fulfil the goals you’ve envisioned. This includes:
- A breakdown of smart, strategic solutions, each selected for their potential to bring you closer to your aspirations.
- An emphasis on strategies that pave the way for financial freedom, allowing for a seamless journey towards your goals.
By the end of this meeting, you’ll have a clear picture of the path ahead, equipped with the insights and strategies necessary for navigating your financial future.
4 Implementing the Strategy
Following your green light to advance, the implementation phase marks a pivotal transition from planning to action. Here's how we ensure seamless execution.
- Initiation: With your authorisation, we kickstart the proactive implementation of your strategic plan. This is where our collaboration takes a practical turn.
- Collaborative Execution: Our team at Atkinson Financial Planning becomes your ally in this journey. We’re here to navigate you through the intricacies of establishing the financial structures outlined in our advice document.
- Structured Implementation Meetings: To guarantee clarity and effectiveness, we schedule dedicated meetings. These sessions are designed to:
- Confirm every action step aligns with your understanding and expectations.
- Monitor the achievement of optimal outcomes as outlined in your strategic plan.
This approach ensures you’re fully briefed and confident at every juncture, leading to the successful realization of your financial objective
5 Review
Ensuring your financial strategy remains aligned with your evolving goals and the ever-changing financial landscape is paramount. Here's our structured review process.
- Scheduled Reviews: We establish regular review sessions to assess your current financial status against the objectives we initially set together. This disciplined approach ensures we leave no stone unturned.
- Adaptive Strategy Enhancement: The financial world never stands still, and neither do we. During our reviews, we introduce and consider new strategies that have emerged, ensuring your plan benefits from the latest insights and opportunities.
- Continuous Alignment: Our review process is designed not just to evaluate but to refine. We make adjustments to your financial plan to address both your life changes and market dynamics, guaranteeing that your journey towards financial success is smooth and uninterrupted.
This rigorous, yet flexible approach ensures that your financial plan is always a true reflection of your aspirations and the pathways to achieve them.
Our financial services are tailored to empower your journey towards financial freedom and choice.
We are better off now financially than when we retired thanks to the ASPW teams knowledge of taxation benefits, Centrelink regulations and investment strategies, all areas about which we have very limited knowledge
