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Our Process

At Financial Lifetime Solutions Pty Ltd we provide you with the information and advice needed to help you take control of your financial future.

The following process is used:

  • Initial Consultation
  • Preparing your Financial Plan (Statement of Advice)
  • Presentation of your Statement of Advice
  • Implementing Advice
  • Reviewing your plan
Initial Consultation

The first step of any meeting is to find out where you are now, and where you would like to be in the future. The amount of information you provide at the Fact Finding interview will determine the scope of advice. Your goals and any financial issues you may have will be identified and discussed. At this interview costs for the advice will also be discussed, as will any on-going service fees. A Terms of Engagement is then signed as an agreement between both parties as to the service levels expected and what the advice itself will cover.

You will also be provided with a Financial Services Guide at this meeting, this outlines who your adviser is, and who your adviser works for. It also outlines other important information you need to be aware of.

Preparing your Financial Plan

The second step is for your personal adviser to formulate the strategy and construct a personalised statement of advice based on the information gathered at our first meeting. Your adviser will research information provided using specialist software to determine how we can help you take control of your financial future.

Presentation of your Statement of Advice

The third step is to meet with you and present your personalised Statement of Advice with our recommendations. All the necessary documentation will be completed and we then take care of the rest for you.

Implementing Advice

The fourth step is implementation of the advice. This is where our expert staff take control and ensure the implementation process is a smooth transition.

Reviewing your plan

The fifth step is the review process, this is agreed on at time of signing the Statement of Advice. However, your Adviser is available to discuss any concerns you have at any time.

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