Getting Started
Building the foundations for your financial future
Financial advice and planning is only meaningful when it takes into account all the variables that are pertinent to your individual situation. That’s why developing an understanding of your needs, goals, objectives and personal values is such a crucial step in our advice process. These insights then form the basis for developing an effective and realistic plan that will assist you work toward the financial future you desire.
We also believe that trust is an important factor that helps provide you with the confidence to successfully adhere to your plan. For that reason, getting to know your Markiewicz & Co. adviser is just as important as your adviser getting to know you.
The following steps outline the process for developing your personal financial strategy. It begins with an initial cost-free consultation (or conversation) where you can informally discuss your situation and decide for yourself whether you would like to proceed further.
1. Initial consultation
The initial consultation is about getting to know one another. We ask you about your lifestyle, current financial situation and financial goals as well as find out what’s important to you and what you want to achieve with your money. We will also answer any questions you may have about Markiewicz & Co. and the services we offer.
Prior to the initial consultation, we ask that you:
- Complete a planning questionnaire (which we will email you), outlining your current assets, investments, superannuation holdings and so forth.
- Make a few notes about your future goals and what you would like to achieve with your money. This will help provide a better focus to your financial plan.
2. Scoping your situation
After the initial consultation we look closely at the information you’ve provided. Based on your current situation we consider and evaluate various options for helping you achieve your goals.
3. Agreeing on a direction
We discuss the various options with you and explain the difference in each with regard to factors such as risk and return. Once we’ve reached agreement on the approach to take, we will prepare your financial strategy.
4. Developing and implementing your strategy
With agreement reached, your adviser will start preparing a financial strategy that reflects your current lifestyle, financial goals, circumstances and priorities. Depending on the complexity of your situation, it may take two or three weeks to complete this plan.
As soon as you have agreed to the plan, we will commence implementing the strategy.
5. Maintaining the course
To be successful in achieving its goals, a financial plan needs to be dynamic and constantly reviewed to ensure that it is optimising current market conditions.
Whether you wish to have a hands-on approach to your investments, or prefer to rely on the expertise of Markiewicz & Co., you have ongoing access to your adviser as well as the benefits our rigorous research and analysis of market conditions.
Build the foundations for your financial future today
Developing an effective financial plan begins with an obligation-free consultation with a Markiewicz & Co. adviser.
To book your consultation, simply call 1300 276 112 or send us an email. But do it today.
