Super contributions
19th November 2024
283 Rokeby Road
SUBIACO WA 6008
The Advice Process
When you’ve got the rest of your life ahead of you, it pays to spend a bit time exploring and understanding your options. At Artisan Financial Services, we take time getting to know you, we look at your current financial situation and where you intend to head in the future. Then we work out ways to get there. Here’s how we do it.
INITIAL CONSULTATION
A meeting where we discuss your current situation, goals and potential future risks. We’ll also cover who we are, our advice services and how we are remunerated and let you make your mind up about our services.
COLLECT INFORMATION
Upon establishing the potential to improve on your existing strategy, Artisan Financial Services collects a range of qualitative and quantitative data to allow us to gain a deeper appreciation of the main areas in which we are able to assist. At this stage we may seek information from you regarding your goals and objectives, income, expenditure, liabilities and assets via the use of a fact finder and risk profiler. By collecting this information we are able to develop the framework necessary to create the right solution for you.
IDENTIFY GOALS AND YOUR CURRENT FINANCIAL POSITION
From analysing the data collected we are able to determine and evaluate your needs, objectives and your current financial situation. In addition we are able to identify issues that will influence any solution that is devised.
PREPARE A WRITTEN STATEMENT OF ADVICE (SOA)
Once we have all the required data, we proceed to constructing strategies and investigate any products relevant to your financial well being. We draw conclusions and propose detailed recommendations on an appropriate structure and design for your financial plan focusing on increasing your financial efficiencies and attaining your goals. This information is prepared in a Statement of Advice.
PRESENT SOLUTIONS
Our documented solutions are presented to you clearly and logically. These may include recommendations on any one of the financial solutions previously addressed. We clearly articulate the benefits of any enhancements to your current situation and ensure our recommendations are consistent with your broader strategy.
IMPLEMENT SOLUTIONS
Our solutions are implemented quickly and efficiently, ensuring a seamless transition. Artisan Financial Services project manages the transition to your new arrangements and keeps you informed at each step of the process.
DELIVERING ONGOING REVIEWS
Following implementation, a regular review strategy is devised to suit your requirements. This will allow us to proactively address your circumstances as they change and minimise their impact on attaining your goals by altering your planning solution if required.