Our Process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.

Step 1
1. Initiating a Preliminary Conversation – Introductory Call:
Defining Your Advisor Relationship:
    • In our initial discussion, we aim to understand your specific expectations and requirements from the advisor relationship. What key attributes and outcomes are you seeking?

  • Adding Value to Your Objectives:
    • We'll explore how our expertise aligns with your needs. Can our services contribute significant value to your financial goals and overall objectives?

  • Scheduling a Meeting:
    • To further this conversation, we'd like to coordinate a follow-up meeting. Please share your availability, and do inform us if you prefer an in-person meeting or find a video conference more convenient.

  • This initial dialogue serves as a foundation for establishing a tailored and effective advisory relationship.
    Step 1
    Step 2
    2) Understanding each other in Depth – we meet!
    Where are you at right now and how's it going? Why do you feel that way?
    • Just curious about where you're at in life and how things are going for you. What's on your mind?
    Any thoughts on where you see yourself 7-10 years down the road? What's driving that vision? 
    • Dream big! Where do you picture yourself in the next 7-10 years, and what's the story behind that vision?
    Do you think we're a good team for the short and long haul?
    • Let's get real – do you see us working well together now and in the future?
    What steps can we take in the next 1-3 years to get you on track with your long-term goals?
    • Planning time! What do we need to do in the short term to make those big dreams a reality?
    Any ideas on what you want to tackle next or how you want to move forward?
    • Your call! What's the next move or direction you want to take?
    Our game plan: Doing the right things at the right time, not just the easy or quick stuff, but the RIGHT stuff.
    • Our motto – let's focus on what really matters, not just what's convenient or fast, but what's truly important.
    Step 2
    Step 3
    3) Getting the Lowdown - All About the Facts and Figures:
    • We're all about the nitty-gritty details. We want to move from where you feel you are financially to where we know you are financially.

    • It's not just a gut feeling; we're diving into the hard numbers, making sure we're crystal clear about your financial landscape.

    • This isn't just about perception; it's about precision. Let's gather all the facts and figures to map out your financial reality.
    Step 3
    Step 4
    4) Navigating Your Options - Bringing Clarity, Comfort, and Confidence:
    Now that we've got a clear picture of where you stand, how do you feel about now making changes to step into a more confident future?

    Let's hash out the details. What's in the game plan for the next 12 months? We're talking bite-sized, manageable chunks of advice and action.

    What's the real value here? Tangible gains and those intangible perks - let's lay it all out.

    Lastly, let's talk turkey. What's the financial rundown? What does it cost to bring me on board as your financial project manager moving forward? Let's get it all out on the table.
    Step 4
    Step 5
    5) Your Financial Game Plan - Easy to Share, Easy to Understand:
    What Are We Doing?
    We're crafting a financial strategy that's as unique as you are, tailored to your goals and dreams.

     Why Are We Doing It?
    It's all about your journey. We're on a mission to empower you, enhance your financial well-being, and help you live the life you want.
    What Are the Benefits?
    Picture this: financial peace of mind, confidence, and a roadmap to reach your aspirations. That's the game-changing stuff.
    What Are the Alternative Considerations?
    Let's not just look at the plan, but also explore the alternatives. What if scenarios, so you're always making informed choices.

    What Are the Costs?
    Transparency is key. What's the financial investment? We want you to know what you're getting and what it involves.

    Implementing Recommendations
    No need to stress. Depth Financial Advice are rolling up our sleeves, doing the heavy lifting to make those necessary changes. Clear steps, clear roles, and a timeline to get everything in place. Feel free to share this with family and friends, and let them know why Depth Financial Advice is your go-to!
    Step 5
    Step 6
    6) Review. Reflect. Recommit - Not just looking back, looking forward with Depth!
    Keeping the Conversation Rolling - More Than Just Once a Year:
    We're not just a once-a-year deal. Throughout the year, we're in touch, keeping an eye on the ever-evolving puzzle pieces that make up your life.

    Your Relationship with Money:
    Let's dive deep. What's your deal with money? Understanding your values and attitudes helps us tailor our approach to fit you like a glove.

    Ongoing Review Meetings:
    At least once a year, we sit down and lay out all the pieces on the board. We're looking at the big picture, figuring out what it tells us, and then gearing up for the next 12 months.

    It's not just a financial plan; it's an ongoing conversation, a dynamic process where we adapt and fine-tune as life unfolds. Ready for the journey? So, let's navigate each year with purpose, and watch how the 7-10 year vision unfolds naturally!
    Step 6
    Step 1
    Discovery Call
    Let's have a quick chat to see how we can work together to help you achieve your goals.
    Step 1
    Step 2
    Gather Data
    We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.
    Step 2
    Step 3
    Financial Plan
    We create a personalised financial plan that will serve as a roadmap towards your goals.
    Step 3
    Step 4
    We set your financial plan in action by implementing all your personalised strategies.
    Step 4
    Step 5
    There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.
    Step 5

    Let's embark on this journey together to achieve a better return on life. If there's anything specific you'd like to focus on or discuss, contact us, let’s start work to make it happen.