What happens when you first make an enquiry with Finance Women?
When You Make Contact
A qualified financial adviser will call you to get an initial understanding of your needs, answer any questions you have about the financial planning process and schedule your appointment
Financial Concepts Session
A 90 minute meeting providing you with the opportunity for you to clarify your goals, work through your financial priorities and start to fill in gaps in your financial knowledge.
Adviser research and modelling
Your adviser uses their expertise, research and analysis to prepare a detailed report, called a Statement of Advice, that will become the blueprint for your future finances.
Present options and assist you take action
Your adviser will take the time to explain your options, the reasons for our recommendations, the pros & cons and when you are comfortable with your decisions, help you take action.
Review Your Plans and Progress
Regular reviews are important to ensuring that you keep your financial plan on-track, your adviser will provide you with a flexible options suited to your needs.
"After avoiding seeing a financial planner for many years I was pleasantly surprised at how comfortable I felt at our first meeting. Our subsequent meetings where informative and I felt a weight had been lifted as I finally had financial path to follow. I would recommend your company and services to family and friends."