Our Process

At Goldfinity Financial Planning, we understand that life is busy. With this in mind, we have designed our services to provide our clients with solutions rather than the mechanics. We’re here to support you.

1. Complimentary Consultation

Getting to know each other.

It’s 60 minutes and it’s free of charge. Our no obligation consultation will provide you with an insight into how we can enhance your financial position and add value to your individual goals. We’ll discuss what the journey to achieve your aspirations will look like.

You will receive a copy of our Financial Services Guide (FSG), Privacy Policy and our Adviser Profile which highlights how we work, our background and fee structure.

Whether it’s online or in person, we can meet at a time that suits you.

Book a complimentary consultation with us

2. Data Gathering and Goal Finalisation

- Reconfirming your lifestyle and financial goals
- Aligning your goals with practical solutions

If you decide to engage our financial planning services, we will obtain your relevant information and use this as a basis to refine the details around your goals and get specific. This acts as an opportunity to ensure we have aligned your strategy with what you value most.

Whether this may be further study, helping your children to buy a home or retiring early, we will explore the key areas of your financial life that are unique to your story.

3. Strategy Refinement

Navigating the path.

After having clarified your goals and obtained your information, we will then review any potential strategies and investment structures that reflect your goals. We will create a practical plan to help bring your financial aspirations into reality.

4. Statement of Advice

After assessing your long-term goals, we’ll present you with a structured financial plan that is tailored to you. The Statement of Advice, will include the details of your financial plan, the basis on which the advice is given, recommended solutions, projections, risks and any fees.

We believe that effective financial advice is more than just numbers, income, super and assets. It’s about creating a clear path to financial freedom, and how we can use our expertise to support you along the way.

5. Implementation & Review

Once you’re satisfied with your plan, we will start taking action and implementing the advice. As your trusted adviser, we will guide you along the way to achieve your goals around wealth.

We can support you in both a long or short-term partnership, depending on your financial circumstance and goals. We offer both fee-for-service and ongoing advice arrangements to meet your specific needs.

Should you choose to partake in our Ongoing Service Agreement, we will review your financial plan regularly to ensure that you’re on track to achieve your goals – and make adjustments as life develops. This will act as a perfect opportunity to update you on any changes to legislation, economic events and how they may impact your wealth management strategy.