Our Process

Choose MBA Financial Strategists and join hundreds of other clients who have found their financial freedom

Do you want to keep the lifestyle you’re accustomed to and still reach your financial goals? Have you created or considered your retirement plan or fund? Are you concerned about your debt and need help or advice to manage it better?

We have helped hundreds of clients find their financial freedom by following a seven-step financial planning process that works.

Step 1: Discuss your goals and current financial position

When you get in touch with us, we set up a 30 minute consultation that is at no cost to you. We will discuss your current situation collect specific and relevant information from you so that we may better understand your background.

Step 2: Define what advice you are looking for and discuss costs

Identifying exactly what you are looking for is the foundation for creating your plan. Your adviser will go over which specific areas of financial planning and advice you are seeking. They will also discuss costs up front so that you know exactly what your expenses will be.

Step 3: Develop a plan to help you achieve your goals

After we have met, your financial adviser will develop a plan based on all the information they have collected from you. This usually takes about two weeks to prepare as it is thorough and covers all options that are available to you.

Step 4: Present your plan and answer any questions at a second meeting

After about two weeks, your financial adviser will be in touch to present their findings and recommendations and go into the details of your plan. This session allows you to understand why your adviser has recommended the specific strategies and products and how they will meet your needs and objectives. If needed, your financial adviser will further refine the plan so that it is tailored to your individual needs, and you will agree on a way to move forward.

Step 5: Implement chosen plan

After tailoring your plan and discussing and choosing the complementary products, you will work with your financial adviser to determine the level of assistance you want or need to implement your plan.

You will work with your own personal Client Services Specialist to collect all information required to implement and manage your financial plan.

Step 6: Periodic review of your plan

How often your financial situation is reviewed is dependent on your individual situation and the agreement reached between you and your financial adviser.

We stay in touch to discuss and determine any changes to your current situation and ensure your financial plan is accurate and relevant going forward.

Interested in finding out more about how you can start planning for your retirement, or managing your debt, or even saving for your first home? Get in touch with our team or undertake a financial health check today.

Step 7: Professional Obligations

All our financial advisers conduct themselves in accordance with the high standards of professional and ethical conduct within the financial planning profession and as a member of the FPA.

Our Services

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