At Wealth Designers Advisory, we follow a meticulous and client-centric process to ensure your financial success. From the initial consultation to the implementation and ongoing management of your financial plan, we are committed to providing personalized and comprehensive support every step of the way. Our structured approach ensures that your financial goals are clearly defined, strategically planned, and effectively achieved, giving you peace of mind and confidence in your financial future.
A free video session to schedule and prepare you for two sessions with a Wealth Designer Financial Adviser. During this session, we’ll understand your motivations for seeking advice, capture any burning questions you want answered, and let you know what to expect. Once booked, you’ll receive an email and SMS with preparation details for the Introductory Chat.
An honest conversation to clarify your values, such as family, freedom, and security, define your intentions like travel, working less, and retirement, and discuss your current level of financial wellbeing. This session allows us to truly personalize the advice and guidance, providing you with a framework to make choices that optimize your finances and your life.
We’ll illustrate how you can use your financial resources to create wealth, plan for future intentions, and improve financial wellbeing. We’ll explore potential strategies and explain relevant financial and investment concepts. During the session, you’ll receive a client agreement to confirm the service and fees.
Over the first few months, we’ll get you financially organized and develop a strategy that’s right for you. Beyond that, we’ll be in your corner consistently to help you navigate the uncertainties of life. Whether it’s having children, a career change, a new mortgage, failed relationships, falling markets, or changes to tax, interest rates, and superannuation— Wealth Designer Financial Adviser will help you bounce through it all.
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