Our Process

Our process for getting you the best financial plan

Our financial planning process explained

We work with you to make informed decisions and implement plans to help you achieve your financial and lifestyle goals.

During our initial meeting we will assist in determining your financial and lifestyle goals and the areas you are seeking advice. We will get to know one another, collect information and undertake a risk profile.

We will then provide strategic recommendations in a Statement of Advice and when it is agreed to proceed, we will help you implement the recommendations.

Foundation Planning Services is able to offer you portfolio management and support services that will aid to keep you abreast of any legislative changes and/or industry reforms that may impact your strategy.

As our client, Foundation Planning Services will work with you to ensure your financial strategy remains on track and is managed through personal, economic and legislative changes.