Our process

1. First meeting

There is no obligation or cost for this meeting.

At this meeting you tell us what you wish to achieve, your goals and objectives. We gather basic information about you to determine if we can assist you further.

We present our Financial Services Guide and Adviser Profile and explain how we operate, our background and our fee structure.

This meeting allows you to decide if TJS Financial Planning is the business for you.

We invite any questions you may have about the advice process and TJS Financial Planning.

2. Second meeting

At this meeting we discuss how we can help you achieve your goals and our advice fee.

No advice is given at this stage. The purpose of the meeting is to explain the key areas that should be addressed and the potential benefits that can be achieved through our advice.

If you are happy to proceed, we reconfirm your financial details and objectives before commencing work on your Statement of Advice. If you have any questions or wish to advise us of any changes since our first meeting, this is the time to discuss these.

3. Statement of Advice presentation

At this meeting, we present your Statement of Advice and provide you with Product Disclosure Statements for the recommended investments.

We take the time to clarify any questions or concerns you may have.

If you are happy to proceed, we complete the relevant paperwork to implement our recommendations.

At this point, we issue our invoice for fees. In most cases, the balance of the advice fee is debited from your proposed investment.

Following the acceptance of your Statement of Advice, we will communicate to you what happens next and follow up each step of the implementation process. This is important to give you peace of mind and ensure that your financial plan is correctly implemented.

4. Ongoing service

Our policy is to conduct reviews of your Statement of Advice as per our Ongoing Service Agreement (where applicable).

Typically, this would consist of a contact from us six months after implementation and a face to face appointment 12 months after implementation.

Please note – you are welcome to contact us anytime by telephone or email with any questions or concerns. If your objectives or your financial position changes prior to your scheduled reviews, please ensure that you contact us for a discussion.

Our process

1. First meeting

There is no obligation or cost for this meeting.

At this meeting you tell us what you wish to achieve, your goals and objectives. We gather basic information about you to determine if we can assist you further.

We present our Financial Services Guide and Adviser Profile and explain how we operate, our background and our fee structure.

This meeting allows you to decide if TJS Financial Planning is the business for you.

We invite any questions you may have about the advice process and TJS Financial Planning.

2. Second meeting

At this meeting we discuss how we can help you achieve your goals and our advice fee.

No advice is given at this stage. The purpose of the meeting is to explain the key areas that should be addressed and the potential benefits that can be achieved through our advice.

If you are happy to proceed, we reconfirm your financial details and objectives before commencing work on your Statement of Advice. If you have any questions or wish to advise us of any changes since our first meeting, this is the time to discuss these.

3. Statement of Advice presentation

At this meeting, we present your Statement of Advice and provide you with Product Disclosure Statements for the recommended investments.

We take the time to clarify any questions or concerns you may have.

If you are happy to proceed, we complete the relevant paperwork to implement our recommendations.

At this point, we issue our invoice for fees. In most cases, the balance of the advice fee is debited from your proposed investment.

Following the acceptance of your Statement of Advice, we will communicate to you what happens next and follow up each step of the implementation process. This is important to give you peace of mind and ensure that your financial plan is correctly implemented.

4. Ongoing service

Our policy is to conduct reviews of your Statement of Advice as per our Ongoing Service Agreement (where applicable).

Typically, this would consist of a contact from us six months after implementation and a face to face appointment 12 months after implementation.

Please note – you are welcome to contact us anytime by telephone or email with any questions or concerns. If your objectives or your financial position changes prior to your scheduled reviews, please ensure that you contact us for a discussion.

Have a question?

Get in touch, we would love to hear from you.