At arcinvest, we believe financial planning should be simple, transparent, and tailored personally to you. Here’s our straightforward 7-step process, clearly laid out to show you exactly what to expect when you partner with us:
Step 1: Getting to Know You
We begin with a relaxed, obligation-free conversation. Allan will ask clear, practical questions to better understand your goals, worries, and what matters most to you financially and personally.
What we’ll discuss:
- Your short-term goals and long-term aspirations.
- What matters most to you financially.
- Any concerns or challenges you currently face.
Step 2: Understanding Your Current Situation
Next, we gather key information to clearly understand your financial position. This helps us ensure our advice is accurate and genuinely useful.
Information we typically review:
- Your current income, expenses, debts, and savings.
- Superannuation details.
- Current investments or insurance coverage.
- Your comfort level with investment risk.
Step 3: Developing Your Personalised Strategy
Using what we’ve learned, Allan will develop a clear, realistic financial strategy. This is a roadmap that outlines practical steps tailored specifically to your goals, budget, and timeline.
Your strategy clearly explains:
- How you’ll achieve your financial goals.
- The timeframe and steps involved.
- Alternatives and choices available to you.
Step 4: Investment Selection
We carefully select investments aligned with your personalised strategy, using our disciplined value-investing approach. Allan ensures these investments match your ethical values, goals, and preferred risk level.
You’ll clearly see:
- Exactly what we recommend investing in and why.
- How these investments match your needs and values.
- The ongoing management plan for these investments.
Step 5: Presenting & Discussing Your Plan
We’ll sit down together to clearly go through your strategy and investments, answering any questions you have. This step ensures you’re completely comfortable with every part of your financial plan.
- We keep it conversational and straightforward.
- You can ask questions and adjust the plan as needed.
- You stay fully in control of your decisions.
Step 6: Putting Your Plan into Action
When you’re ready, we’ll handle everything involved in implementing your strategy, ensuring it’s hassle-free for you.
We manage the practical steps:
- Opening and setting up accounts.
- Transferring or investing funds.
- Managing all paperwork clearly and efficiently.
Step 7: Ongoing Monitoring & Reviews
Financial plans evolve because life changes. Allan continuously monitors your portfolio, regularly reviews your progress, and recommends adjustments to ensure your strategy stays relevant and effective.
Regular check-ins ensure:
- Your plan continues aligning with your goals.
- You stay informed without needing to monitor markets constantly.
- You’re always on track toward your financial objectives.
Ready to start your clear financial path?
Let’s begin with a friendly, complimentary consultation and make the most of your financial assets.