Our Process

Discovery Meeting

We discover what is important and what you value in your life

We discover all your goals that require time and money to achieve

We analyse your current financial position including income, expenses, assets, and liabilities

We discuss the different strategies that can add value to your life and ultimately achieve your goals

Pathway Strategies

We project the outcomes of different strategies and compare them against each other.

You can see which goals are  achievable and which are not.

After comparing the strategies, you choose the one that best suits you!

Action Plan

The advice is completed

You check the advice 

Sign the document

We action the advice

We complete the checklist

We achieve your goals

Progress

WALL OF CONFIDENCE

A financial planners job is never completed until you achieve your goals.

We constantly check your progress, monitor your results, and adapt our strategies.

We continue to strengthen your financial position over the months and year.

We build up your confidence in your financial position to achieve your goals.

CASHFLOW

DEBT

INVESTMENT

TAX

ESTATE

INSURANCE

SUPER

Success

Congratulations, you have achieved your goals and have what you value in life! 

 ©2016 WHOLE WEALTH

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