Our Process

Financial Plan

Making the decision to meet with a financial adviser can be daunting for many people. Understanding the process that your adviser will follow when meeting with you and being prepared for what you can expect can help you feel comfortable with your decision.

1. Roadmap

We start by understanding your financial plans and goals. With this information, we can create a clear vision for your financial future. Some questions that we want to know about you include:

  • What are your financial goals?
  • What and who is important to you?

2. Financial Services Guide

When meeting with our advisers you will be provided a Financial Services Guide. This Financial Services Guide (make this a link to the FSG) is designed to assist you in deciding whether to use any of the financial services offered by us. This document outlines the following information:

  • Who we are?
  • The financial services and products we offer
  • Our fee for our advice
  • Your Privacy
  • How we deal with any complaints
  • How we can be contacted

3. Strategy

We provide several strategy options for your consideration based on what we believe your goals and objectives are. On your decision to purse our services, we will then prepare a Statement of Advice (SOA) that outlines your situation.

4. Implementation & Engagement

Following your acceptance of our advice, we will arrange for your Statement of Advice to be implemented in a timely manner. Our goal is to assist and engage with you based on your needs and objectives.

5. On-Going Service

We will continue to monitor your financial circumstances to ensure you stay on course to a better financial future

The on-going service offer covers:

  • Providing counsel to help you make financial decisions with confidence
  • Assisting you to manage your budget and cash flow
  • Regular communications to keep you up to date with legislative, compliance and regulatory changes
  • Strategy, review and planning meetings
  • Disclaimer : Matthew Hawkins & SRHFP Nominees Pty Ltd (ACN: 155711158) ATF SRHFP Unit Trust (ABN: 96013180603) T/A Elevate Wealth Solutions, Authorised Representative of GWM Adviser Services Limited, Australian Financial Services Licensee. Registered Office at 105-153 Miller Street, North Sydney, NSW, 2060. Please note that GWM Adviser Services Limited is not responsible for the advice and services provided by Scanlon Richardson Financial Group.

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