Our process

Discovery

New clients are often uncertain and confused about their financial goals.

Our initial session helps uncover your goals and aspirations – often ones you might not have even thought of yet. We also identify the challenges you face currently day to day and understand the lifestyle you want to enjoy now.

Gaining financial clarity is essential. Once we gain a thorough understanding of your financial position, lifestyle and personal wealth goals, we can start to plan to meet your goals.

Fact Find

We delve deeper into your goals, aspirations and dreams. We are looking to gain a deep understanding of your goals and aspirations.

And we take a more detailed look at your current situation and financial position.

Our deep understanding of these elements helps us as we move towards the Plan stage. We also explain where we believe we can add value and improve your financial situation.

We give you a detailed breakdown of our fees, in an open and transparent way.

Plan

We analyse the information from the Discovery and Fact Find sessions, including your current financial structure, cash flow, short and long-term goals, assets, liabilities and insurance status.

We develop and compare appropriate strategies and develop an actionable plan for success.

Your plan could include recommendations on:

review of current investments, loans, debts, savings, insurances, budgeting, savings and investment plans, share portfolios, cash management, wealth protection cover (including income protection, trauma, life, critical illness), superannuation review, retirement planning, estate planning and Centrelink .

The plan is to provide the framework to working towards your goals and aspirations, whilst providing the guidance and pathway to achieving these goals.

Implementation

Once you’ve signed the Authority to Proceed, your Arco Advisory team will begin implementing your financial plan.

Throughout the implementation process, our team will proactively guide you through the implementation process.  You will be kept informed on the progress of the implementation of your plan.

Review

It’s important for us to stay in communication with you regularly. The frequency is as required.

We review the plan process at every meeting. We review the progress to achieving your financial goals. We will also assess the impact of any change in circumstances and make changes where necessary, like re-balancing your portfolio or taking a deeper look at your insurances.

We will keep you informed on any legislative or economic changes that may affect you.

arco advisory your financial planning partner
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