Clarity of Vision for your Financial Future

Advice Process

Define the Relationship	Identify your Goals	Assess your Situation
We will ascertain your needs and that we are able to meet them. We will discuss how we work, what fees we charge and the process involved.	We will work together to ascertain your short, medium and long term financial goals. Your goals will become the basis of your financial plan.	We will take a good look at your financial position, including your assets, debts, income, expenditure, and insurance coverage. We will also review any existing investment, superannuation and tax strategies.


Prepare your Advice	Implement your Advice	Review your Plan
We will prepare your written Financial Plan where we recommend suitable strategies, products and services. We will explain your advice to you and answer any questions you have.	Once we have answered your questions and adjusted your advice, if necessary, we put your Financial Plan into action. We will assist with all strategy implementation and product applications and may need to liaise with your employer, accountant and/or solicitor.	Your circumstances, lifestyle and financial goals are likely to change over time. We will regularly review your Financial Plan with you to ensure that you stay on track, and adapt it to your changing circumstances.

20/20 Advice Pty Ltd ABN 51 166 265 023, Corporate Authorised Representative No. 449524
Alliance Wealth Pty Ltd ABN 93 161 647 007 | AFSL 449221

Define the Relationship