Advice Process

Advice that gives you the time and expertise you need to feel confident about your financial future

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."

    Jenny age 59
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