The iPlan Process

Our process enables us to help you quickly adapt to changes in your personal circumstances, market conditions, and legislation. We make regular reviews central to our process to ensure that we don’t miss any opportunities and that you’re well-prepared for new challenges or risks that may come your way.

Here’s how we work:

  • Step 1:
    Discovery meeting
  • Step 2:
    Strategy meeting
  • Step 3:
    Plan presentation
  • Step 4:
    Implementation
  • Step 5:
    Ongoing review

Discovery meeting

We take the time to get to know you to identify your pain points and goals. We also do a financial health check to determine where you are now. This helps us plot a concrete action plan to help you get to where you want to be.

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Strategy meeting

After our initial meeting, we will work closely with you to develop tailored plans and tax-effective strategies to meet your goals. Whether you want to enhance your cash flow, grow your wealth, improve your current debt structure, protect yourself from financial risks, achieve your dream lifestyle after retirement, or secure your estate for your loved ones, we can help you strategise.

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Plan presentation

Our team will then go to work to develop a comprehensive financial plan tailored specifically to your needs and goals. We will then present our detailed recommendations, showing you where you are now and what you need to do to achieve your personal goals.

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Implementation

After your approval, we will get straight to work and implement the tailored plans and strategies we agreed upon. This may also mean tapping into the expertise of our trusted industry partners such as accountants, mortgage brokers, and solicitors to deliver you the best possible results.

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Ongoing review

As you go through your financial journey, your circumstances and the broader economic conditions will change. By reviewing your situation and tweaking the strategies accordingly, we can ensure that you stay on track towards reaching your goals. Our review process is an opportunity for a detailed and comprehensive discussion about what’s important to you. We know your time is precious and we want you to get the most out of our meeting so we offer you a few simple, easy-to-use, online forms to provide us with information prior to the meeting. We believe our time together should be spent on productive strategy discussions and not on information collection. During the meeting, we will discuss and confirm your goals which may have changed since the last time we met. We make sure we address issues you have identified as important to you and we use our modeling tools to provide you with real-time explanations of how different strategies might work for you. Once we have identified and agreed to a strategy you are comfortable with, we document the strategy and determine the structures, products, and policies required to implement the strategy. We may also work with other professionals such as accountants, solicitors, or lenders to help you plan to achieve these objectives.

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Take our quick Financial Health Check now!

Take our obligation free Financial Health Check to determine whether you may benefit from financial advice, you first need to understand what a financial adviser actually does and then establish whether your specific circumstances can be improved.