Our Advice Process - Aspire Planning Group

Creating a better future for you and your family

Our Advice Process

What to expect

In our 35 years of helping people manage their money, we think we’ve learnt a few valuable lessons.

We strive to make your experience with Aspire as enjoyable as possible. We take the worry out of financial planning and keep things as simple and straightforward as possible.

That way you can focus on living life and working towards your dreams.

We like to keep our financial planning process simple too, so you know exactly what to expect and when.

One of our experienced Financial Planners will work closely with you to understand your goals and then develop a plan that is tailored for your needs.

We follow a 7 step process to deliver clear and simple solutions to your financial situation. This follows the 7 steps recommended by the Financial Planning Association of Australia (FPA) and are adopted by all AMP financial planners. These are:

Step 1

An initial consultation that allows us to find out about each other.

Step 2

We will collect all the information we need from you (sometimes called ‘fact finding’).

Step 3

We will help you identify your goals and current financial position. We normally do this at the same time as the ‘fact find’.

Step 4

We will consider the 7 building blocks or strategies (eg, tax, social security, estate planning etc), then develop and present you with written recommendations in a financial plan (called a Statement of Advice).

Step 5

We will discuss the recommendations with you and make sure you are comfortable and agree with them.

Step 6

We will implement the agreed recommendations.

Step 7

We will periodically help you review your objectives, financial situation and needs.