Our Financial Planning Process

Our approach involves providing personalised financial planning and advice that encompasses all aspects of your financial situation tailored to meet your specific needs.  Learn more about our Financial Planning Process below.

Step 1
Complimentary Phone call

Our process begins with a free, no-obligation, 15-minute phone consultation to get you started on the path to financial success. Contact us today to book your complimentary 15-minute phone call.

Step 2
Initial Consultation

It all starts with a conversation. During your initial consultation, we will get to know you, your financial situation, and your objectives. We will discuss your short-term and long-term goals, assess your current financial standing, and understand any challenges you may be facing. This is where we establish a foundation of trust and transparency.

Step 3
Customised Financial Plan

Based on the insights gained from the initial consultation, our team of experienced financial advisors will create a customised financial plan, which will outline specific strategies and recommendations to help you achieve your financial objectives.

Step 4
Review and Feedback

We will present your personalised financial plan to you, explaining the rationale behind our recommendations and answering any questions you may have. We encourage your active involvement and feedback to ensure the plan aligns with your expectations and comfort level.

Step 5

Once you are satisfied with the financial plan, we will work together to implement the strategies. Whether it involves setting up investment accounts, reevaluating your insurance coverage, or optimising your tax situation, we will guide you through every step of the process.

Step 6
Ongoing Monitoring and Adjustment

Financial planning doesn’t have to be a one-time event; it can be an ongoing journey. At OzPlan, we offer to continuously monitor your progress and make adjustments as needed. Market conditions fluctuate, personal circumstances change, and your goals may shift over time. We are here to keep your financial plan aligned with your life's changing dynamics.

Step 7
Achieving Financial Peace of Mind

Our ultimate goal is to help you achieve financial peace of mind and secure your future. With our expertise, personalised approach, and your commitment, we are confident that we can help you reach your financial goals.

Ready to get started on your path to financial success?

Schedule your initial consultation with us today.