Structured Approach

Beyond Wealth Financial Planning is much more than simply what our people do. The way we do it is equally as important. Our advisors adopt a structured, consistent approach utilising the skills, knowledge and experience they hold. 

Here we outline our approach, detail what a new client should expect and list the 6 main steps our advisors follow as they construct your tailored financial plan.

At Beyond Wealth we follow a highly structured, 6 step approach to help you protect and build your financial wealth.

1. We gather your financial data

A financial advisor will work with you to gather a detailed picture of your individual financial situation.

2. Working with you, we determine your objectives

Your financial advisor will employ a suite of tools to help you understand your unique financial needs.

3. We identify your main issues (both opportunities and threats)

We will work with you to determine the deficiencies between where you are now financially and where you want to be. You may be asking yourself questions such as:

• How much and how can I save for the lifestyle I seek in the future?
• How and where should I invest the savings I have?
• How can I minimise my tax bill?
• When can I afford to retire?
• What kind of lifestyle do I want in my retirement and can I afford it?
• Will my money last as long as I need it to, for my family and me?
• Am I eligible for any government entitlements or the health benefits?
• How do I make sure I am staying on track financially?

4. We prepare your financial plan

A financial advisor can work with you to best allocate your assets which will assist you develop an appropriate strategy designed to help you achieve your financial goals.

5. We help you implement your strategy

Finding the optimal mix of products and services to best meet your needs takes professional advice and guidance, the kind you'll receive from your financial advisor. Investing according to your strategy is key to your financial future.

6. We regularly review and revise your plan

Markets change. Life changes. Your financial advisor will help if you need to reset or modify your strategy and objectives. Our advisors can analyse your changed position, balances and asset allocation to help ensure you're still on track and positioned for success.

We are different

If this sounds unusual coming from a financial planning business, perhaps you should talk to us. We really are different. Call us today on 02 4956 6659 or email us.