
Our Advice Process
The financial advice process helps you assess your financial position and identify your personal and financial goals. As your financial planner we will research and recommend suitable strategies, products and services, and put them together into a financial plan.
We will then meet with you to present the financial plan, and answers any questions you may have.
Your financial plan is designed to guide you through important milestones in your life and help you achieve your long-term financial objectives.
We believe that a simple interactive and open communication process with our clients is essential to delivering quality, tailored advice.
We will collaborate closely with you to offer guidance on the necessary steps and ensure you stay on course to achieve a brighter future.
.png)

1. Establish Relationship
Upon our first interaction, we will begin getting to know you and assess the financial requirements and services you wish to utilise. Following this, we will schedule an initial consultation meeting and ask for some essential details. To kickstart the process, we will provide you with a fact-finding form to collect relevant information.
2. Initial Consultation
At our initial meeting, we will work together to understand your financial situation and identlify your goals, which will serve as the foundation for developing a personalised plan. We may ask you to provide further information to assist us in progressing to the Advice Preparation stage of our process.
3. Advice Preparation & Research
We will conduct an analysis of your financial situation including assets, liabilities, insurance coverage, superannuation and investments to ensure that your plan is tailored to your unique circumstances. We will undertake thorough research and recommend appropriate strategies, products, and services to help you achieve financial success. These recommendations will be put together in a financial plan to be presented to you.
4. Presentation of Advice & Recommendations
We provide our recommendations to you through a written financial plan, where we explore various strategies. Additionally, we lay out the specific actions needed to progress towards your objectives. These recommendations and steps are outlined thoroughly in a detailed Statement of Advice (SOA) document.
5. Implementation of advice recommendations
Once you are prepared to move forward, your financial plan will be put into action and we will keep you informed about its progress. Amplify Financial Planning takes several actions on your behalf at this stage, based on your individual plan. These actions may include:
-
Fulfilling insurance requirements (e.g., medical reports, blood tests, etc.).
-
Following up with insurance and superannuation providers.
-
Implementing investment portfolio recommendations.
-
Handling financing applications.
-
Other necessary steps to fulfill the actions outlined in your financial plan
6. Reviewing your plan, services & situation
Your circumstances, lifestyle, and financial goals are likely to evolve over time, making it crucial to regularly review your financial plan to stay on course. If significant changes occur, such as job loss or inheritance, it's vital to adjust your financial plan accordingly. We will routinely assess the progress of your financial plan to ensure your objectives are being achieved and to offer guidance in case updates are needed due to changes in your personal situation, goals, regulations, or economic conditions.