Our Approach
Mobile: 0419 632 777 | Email: ashley@collinsfp.com.au
Our Approach Involves:
Understanding your financial situation
The first stage will involve discussions covering exactly what you want to achieve, including your long term and short term goals, as well as your expectations of us as your Financial Adviser. We will ensure we have an understanding of your current financial situation, gathering information such as a record of your assets and liabilities, income and expenditure and discussing your attitude toward risk.
Developing your strategies
Now that the we have an overview of your situation, we will begin to develop strategies that are specific to your requirements. A good Financial Adviser will take into consideration your current finances and future goals, along with your risk profile to ensure the strategies applied are the most appropriate for you.
Statement of Advice is issued
Once the strategy has been finalised, we will provide a formal, written “Statement of Advice” which covers specific areas as prescribed by the Australian Securities & Investments Commission. It will outline a detailed investment plan and the recommended course of action, so it’s important to read this thoroughly before proceeding.
Implement the recommendations
If you are happy with the recommendations detailed in the Statement of Advice, we will begin to implement the recommendations. This may involve bringing in other professionals such as Lawyers, Accountants, Mortgage Brokers etc.
Maintaining your Financial Plan
Your Financial Plan should be reviewed regularly to ensure it continues to meet your financial needs and investment goals. As time goes by, your situation will inevitably change and we encourage you to review your circumstances with us frequently so that your strategy remains relevant.
Collinsfp
Ashley Collins
By Appointment Only
Level 1, 607 Bourke Street,
Melbourne VIC 3000.
PO Box 226
Richmond VIC 3121
Phone: 0419 632 777
Email: ashley@collinsfp.com.au
Web: www.collinsfp.com.au
