Our advisory process is transparent and structured so there are no surprises along the way:
1. An initial meeting
An initial meeting with an Ord Minnett Financial Planner to listen and discuss your financial situation, lifestyle, plans for the future and investment objectives.
2. A financial profile
Your Adviser creates a concise financial profile, with a special focus on your attitude to risk.
3. Creating your personal financial plan
Your Adviser will create a plan known as a statement of advice which defines your optimum investment strategy and uses asset allocation models to indicate what level of risk might be suitable for you.
4. Implementing your plan
We implement the agreed plan on your behalf, liaising with your accountants, lawyers and other parties where necessary to set up the appropriate structure. The plan is tailored to meet investment goals and objectives such as:
- Optimising wealth accumulation
- Optimising retirement income
- Creating tax efficiency
- Ensuring lifestyle objectives are met.
5. Formal reviews
Market and economic factors can unexpectedly change and have a bearing on investment returns.
At agreed intervals, your planner may recommend adjustments to your portfolio to ensure that your investment and financial strategies remain on track, and are aligned to meeting your portfolio performance expectations.
We invite you to invest the time with an experienced Ords Financial Planner, all of whom share a commitment to ongoing service excellence, advice and tailored investment solutions.