Our approach

Discovery

Our first meeting will usually take between 60-90 minutes where we will spend time learning about you and what you are trying to achieve.  Depending on the complexity of your situation we may require 2 or 3 meetings.  To assist with the process we are also likely to ask you for some documentation if we need this in order to provide you a quote for advice. 

Scope

We work out what your vision looks like and agree on what goals you are trying to achieve and scope the advice that you require from us. 

Strategy

This is the exciting part, we will research the facts and figures to formulate strategies to achieve your goals. 

Advice

This is where we deliver you your Financial Plan, which is tailored to achieve your goals.  We will schedule a meeting or for those out of town, we will schedule an online zoom meeting to go through the recommendation in detail and answer any questions that you may have.  

Implementation

If your plan requires any implementation from Smart Wealth Financial Solutions, we will ensure this is implemented correctly and at the right time. 

Ongoing Process

At Smart Wealth Financial Solutions, we know that change is inevitable, and we welcome this! If you engage us, we will look to alter your plan in line with your circumstances as well as the current economic and market conditions on an annual basis.  We love working with clients to see them achieve their goals. 

How can we help you?

Contact us at the Smart Wealth Financial Solutions office or submit an inquiry online.

I am exceptionally happy with the quality of the advice and service that I continue to receive from Chris. Over the years I have been impressed with his breadth of knowledge and expertise, and his ability to deliver it in a simple to understand manner.

Tony Marshall
Long term client