Credit and Lending Advice
Financial Advice, Financial Risk Management and Estate Planning
Corporate and Business Advice
Health and Wellbeing
THE PLANNING PROCESS
Fynergy establishes a 4 step perpetual private client planning process;
Understand you and your families personal needs by together completing personal financial profile and personal risk management.
You provide most recent superannuation and personal risk management documentation.
You will need to allow 2 to 3 hours.
PRESENTATION – STATEMENT OF ADVICE (SoA)
Create and present financial and personal risk management strategies and recommendations within your personal Statement of Advice (SoA) based on the results of the Welcome Meeting.
You need to allow 1 to 2 hours.
IMPLEMENTATION – STATEMENT OF ADVICE (SoA)
Commence execution of documentation, applications, lodgement and approval of private client financial and risk management strategies and recommendations
You need to allow 1 to 2 hours, subject to strategy and recommendation complexity.
ONGOING – STRATEGIC REVIEW
Preparation and undertaking of private client review
Execution of documentation, applications, lodgement and approval of private client strategies and recommendations as a result of the ongoing strategic review process