Our Process
While financial planning can feel foreign and overwhelming, we’re here to step you through the process so you feel confident, understood and involved at every stage.
Let’s get acquainted
First, we’ll meet up with you for a chat. This is a free, no-obligation service we offer to all new clients, giving you the chance to learn a bit about us and how we work. There’s no pressure to work with us if you don’t feel aligned with our team – this is really about ascertaining if TJS is the right fit for you. You’ll learn all about our background, how we operate and our fee structure.
We’ll also use this time to learn more about you. We’ll ask some questions to get clear on your unique goals and objectives, so we can understand what you’re looking to achieve.
Of course, you’ll have the opportunity to ask as many questions as you’d like in this session.
Let’s outline your goals'
If you like what you’ve seen from us so far, we’ll meet up again to rehash your goals and provide details on how we can help you achieve them.
While we don’t offer any advice at this stage, you’ll get a clear understanding of exactly what the next steps will be. This includes when our fees come into play and the potential benefits we can achieve for you within predicted timeframes.
If it’s all feeling good to you, we’ll confirm a few details so we can get started on your Statement of Advice. Let the magic begin!
Let’s discuss our suggestions
At this time we’ll present you with your Statement of Advice and provide you with Product Disclosure Statements for recommended investments. You’re encouraged to ask questions and really get clear on our recommendations.
Once you’re comfortable, we’ll get stuck into some paperwork to confirm the details. This is when we issue our invoice for fees, which is usually debited from your proposed investment.
We’ll clearly communicate next steps and what to expect from us moving forward, so you’re left feeling confident about where you’re headed.
Let’s review and stay in touch
We’re not done with you yet! The idea is to keep you involved in the process, not to just manage things for you.
We’ll conduct regular reviews of your Statement of Advice as per our Ongoing Service Agreement – typically after six months and 12 months. This is when we can start to see how things are going, and make any adjustments if necessary.
You don’t need to wait for these reviews to call or email us with any questions or concerns. We’re here with you for the long haul, and are excited to see what we can achieve together!
Let us help you feel confident in your financial future. We're ready when you are!
