Your Financial Journey in six steps
Here’s what you can expect when working with a Fiducian Financial Adviser – our six-step advice process ensures your goals come first.
1. Getting to know you
We start by understanding your life, family, goals and what matters most to you.
This ensures the advice we provide is built on trust and truly reflects your values and priorities.
2. Reviewing your financial situation
We take a close look at your current position – your income, expenses, assets, debts, super, investments, insurance and estate planning – so we have a clear picture of where you are today.
3. Creating your personalised strategy
We design a tailored financial plan that addresses your goals, whether that’s building wealth, planning for retirement, protecting your family, or creating financial freedom.
You’ll receive a personalised roadmap (Statement of Advice) that sets out clear strategies for success.
4. Presenting our advice
We sit down with you to explain your financial plan, answer any questions, and make sure you feel comfortable and confident moving forward.
5. Putting your plan into action
We take care of the paperwork and put your strategies in place, so you can focus on what’s important.
6. Ongoing guidance and review
Life changes and so should your financial plan too. We meet with you regularly o review your strategies and make adjustments, ensuring you stay on track to reach your goals.
Find a Financial Adviser near you
