At The Moreton Group, We believe the best way to get started financially is through a face-to-face meeting in our Sanctuary Cove office. However, we can do home visits if required. In this free introductory meeting, one of our financial advisers will have an open chat with you about your plans, financial goals and objections to ensure we can help you and that they’re the right adviser for you.
If we are able to help you, we will move into collecting your financial information so we can proceed with a financial plan and organise our next meeting for the advice presentation. If your situation is more complex, we will book a secondary strategy meeting to discuss your circumstances further.
We cover the costs involved in this meeting, and there is no obligation to proceed past the initial meeting.
Secondary Strategy Meeting
Only Required For Complex Strategies
We will collect all of your financial data during this secondary meeting and showcase some relevant financial projections and options based on your needs.
We will discuss key strategic objectives and answer any questions you may have before agreeing on your personal financial plan direction.
Your adviser will present you with your personal financial advice based on our research and findings. The plan presented will include projections and forecasts of income to illustrate how we can help you achieve your goals both now and into the future. It will also explore some ‘what if’ scenarios surrounding major life events and how your plan protects you and the ones you love.
At this point, your adviser will explain the next steps and how the implementation of the plan will take place, along with what you are required to do moving forward and what part of the plan you are required to act on.
Step three is the nuts and bolts stage, where we put your personal financial advice plan into action. We will set up accounts, payments, authorities and anything else required to make your financial plan a reality. We will also guide you through lots of paperwork and what it all means.
Once the implementation of your personal financial advice is complete, your plan will be hard at work, helping you achieve your goals and objectives.
If you opted to have ongoing support, we will monitor your personal advice and engage in ongoing communication and meetings with you as necessary to keep you on track.
We want you to feel confident with your personal financial advice, so we are always available if there are changes to your life circumstances. From there, we can determine if the recommendations are still appropriate and quickly act if need be so you understand your current and future position.