Our Process
Creating your personal financial roadmap to achieve your goals
Holistic financial advice tailored to Australian expats
Our financial planning process is built on a holistic framework of ensuring that nothing is overlooked, and transparency ensuring that you are fully informed of your options, and any fees and charges are clearly outlined before you formally engage us.
Whether we're simply reviewing your insurance options to reduce your costs, or developing a customised financial plan for you and your family, our process will leave you with the peace of mind in knowing that your finances are taken care of.
Our process is outlined below in the following steps:
Step 1 - Discovery Session
Defining your goals, aspirations and lifestyle
At the start of our advice process, we offer a complimentary, obligation-free discussion to define your personal financial needs and current position. This gives us a chance to outline our services and explain how we can help you achieve your goals in Singapore or wherever you may be located around the world.
You may be an Australian resident looking to move abroad, or an expat looking to repatriate to Australia. We can still arrange this discussion ahead of your move and ensure that you’re fully informed for how to successfully plan ahead.
Step 2 - Strategy Discussion Meeting
Identifying the right strategies to achieve your goals
Once we understand your current position and what you hope to achieve, we'll research and determine the most suitable strategies and vehicles to help you reach your goals. With the support of our alliances in Australia, we work with a wide range of providers to offer you flexibility and choice. At this Strategy Discussion meeting, we'll present the options and costs to you, so you can choose the right fit for your needs.
Should you elect not to work with us at this stage, this is completely your choice and there will not be any charge for the work that we’ve carried out. We’re confident in our ability to add value, and as such, we’re comfortable with this approach.
Step 3 - Implementation
Choosing the right strategies to achieve your goals
Once we've agreed on a plan, we’ll guide you through each step and implement it with you, keeping you informed every step of the way. This might include arranging insurances, reviewing and optimising your current investment portfolios, setting up savings and diversified investment vehicles, restructuring savings accounts and strategies, reviewing CPF and SRS investments, your estate planning, repatriation plans to Australia, and much more.
Step 4 - Peace of Mind
Giving you back the time for what truly matters
With our team of qualified professionals in place to monitor and review your financial affairs, you'll have the freedom to focus on what matters most. We conduct regular strategic reviews, progress meetings and portfolio analysis to ensure you're on track to achieve your financial goals. Changes to your investments are made as and when required, and you have a trusted Adviser to call on should you need to.
In addition to our ongoing monitoring, we schedule regular check-in meetings with each of our clients to review any changes to your goals, financial situation or other factors that may need to be considered as part of their financial plan. Our aim is to give you the peace of mind to focus on what truly matters to you.
Start your financial journey with me today.