Our Advice Process

Your financial plan

A financial plan incorporating your specific needs and financial solutions is presented to you by LFA.

Once you have agreed on the proposed investment options, LFA will assist you with the completion of any necessary paperwork to ensure your strategy is put in place. LFA will implement the plan only after you have received a written copy of the plan and approved it.

Due to the changing nature of the financial environment, your plan will be reviewed at least annually. LFA is committed to keeping your informed of significant economic and legislative changes that may affect your plan. In addition, if your personal or financial situation changes you should inform LFA. Where appropriate recommendations on a suitable course of action will be offered.

Our advice process
Advice and planning	Initial Interview First Consultation Written report to client specification Additional consultation and client reports
Investment implementation/ establishment	Recommendation accepted Investment placed/advice
Monitoring Service	Regular Review Service

Ph: (02) 6495 2224   |   Email: admin@lifestylefinancialadvisers.com.au