Considines Financial Services Pty Ltd

When you seek financial advice, we’ll take a step-by-step approach to help you reach your goals. Here’s what you can expect:

Initial Meeting	An initial consultation informs you about us and helps us get to know you. During this meeting we will begin forming an understanding of your financial and lifestyle position and any financial challenges you may be facing. We’ll give you information about the financial advice process and costs.
Your Goals	We will seek information from you so together we can identify and prioritise your goals. We will agree on the main areas to focus on, what it may cost, and how long it may take to prepare your written advice document.
Evaluate & Consider	We consider your financial situation and formulate specific personalised recommendations and strategies which we present and explain in your Statement of Advice.
Implement Strategies	Discuss our recommendations and make sure you are comfortable and understand the advice, we will then implement the agreed strategy.
Monitor & Review	After your initial plan is in place, we will periodically review your objectives, achievements and ongoing needs as your life changes and when economic, tax and legislative changes impact your strategies.