Our process

our process

our process

E

Initial Meeting

Our financial advice process begins with an initial meeting: no obligations/costs to you.

This is where we identify your needs and goals, your attitude toward investment risk and the compatibility of our services with what you’re looking to achieve.

C

Research and Strategy

Our team will analyse the details you’ve provided in the initial meeting.

Your adviser along with our paraplanners will then design a tailored strategy to assist you in achieving your objectives.

Implementing the Advice

Behind the scenes, our team will submit your application forms and keep you updated on the advancement.

We will follow up on any outstanding documents and implement the advice for you.

D

Statement of Advice

We will present the strategies we have recommended based on the information you have provided and the research we have conducted.

We will educate you around these strategies so that you can make informed decisions.

our process

C

Initial Meeting

Our financial advice process begins with an initial meeting: no obligations/costs to you.

This is where we identify your needs and goals, your attitude toward investment risk and the compatibility of our services with what you’re looking to achieve.

C

Research and Strategy

Our team will analyse the details you’ve provided in the initial meeting.

Your adviser along with our paraplanners will then design a tailored strategy to assist you in achieving your objectives.

C

Statement of Advice

We will present the strategies we have recommended based on the information you have provided and the research we have conducted.

We will educate you around these strategies so that you can make informed decisions.

Implementing the Advice

Behind the scenes, our team will submit your application forms and keep you updated on the advancement.

We will follow up on any outstanding documents and implement the advice for you.

our process

C

Initial Meeting

Our financial advice process begins with an initial meeting: no obligations/costs to you.

This is where we identify your needs and goals, your attitude toward investment risk and the compatibility of our services with what you’re looking to achieve.

C

Research and Strategy

Our team will analyse the details you’ve provided in the initial meeting.

Your adviser along with our paraplanners will then design a tailored strategy to assist you in achieving your objectives.

C

Statement of Advice

We will present the strategies we have recommended based on the information you have provided and the research we have conducted.

We will educate you around these strategies so that you can make informed decisions.

Implementing the Advice

Behind the scenes, our team will submit your application forms and keep you updated on the advancement.

We will follow up on any outstanding documents and implement the advice for you.

Time Sensitive? Request A Call Back For A Free Appointment

Time Sensitive? Request A Call Back For A Free Appointment

Time Sensitive? Request A Call Back For A Free Appointment

Empower your future with a Free Wealth Assessment.

Begin your path to achieving financial tranquility by taking the initial stride. Simply complete the contact form to obtain a complimentary consultation and embark on your voyage towards a stable and secure financial tomorrow.

(07) 2000 4545

info@nextgenerationadvice.com.au

2/21 Upton Street, Bundall, Qld, 4217