Our Process

Guiding principles of delivering our service:

- Information at call.  Information when you need it. Through your adviser and secure client portal, you can quickly access a clear snapshot of your financial position.

- Convenient Meetings. Convenient meetings are available in person, by video conference or by phone. This enables you to benefit from the information provided by your adviser during regular reviews of your financial position, keeping you on track.

- Information the way you understand it. We recognise that each client is different, whether you’re a pictures & whiteboards person or relish graphs & details we provide information in the way you understand it best.

- Hands-on or in the hands of professionals. We give you the tools to be as active as you choose however if you’re like most of our clients - time poor, raising a family or simply glaze over at the mention of spreadsheets and financial jargon - we also have the service for you.  

- As your circumstances change, your financial strategy should evolve with you. We tailor the scope of our advice and services to your circumstances, objectives and level of financial complexity. Everything from just starting on your journey, to tax effective planning for multiple investments and family offices for managing generational wealth.

- Making administration easier. Your important financial information can be securely organised in one location, reducing reliance on emails, letters and disconnected records.

-Online Portal. Through our secure client portal and mobile application, you can access financial information, receive updates and reminders, review reports, electronically sign documents and securely share information with authorised professionals.

Our Process Snapshot

Pre-Meeting discussion (10-15 minutes)

This is a quick call to introduce your Adviser and for us to get an idea of your financial circumstances, needs and goals. Depending on the scope of our discussion we will supply you with a short checklist of items to provide prior to our first meeting in order to get the most out of our time together.

First Meeting (1 to 1.5 hours)

In this meeting we find out all about you, not just the numbers and details, but about your goals, motivations and aspirations. It is also your opportunity to find out all about us. We have an open and honest conversation around where you stand today and identify strategies to help you move forward on the path of success.

Provided we are a good fit for each other, we will put everything on the table and discuss timeframes, hours and fees involved to get you up and running. We offer both fixed price and hourly packages.

We would love to meet with you in our Sydney offices however if that’s not an option for you due to your location and circumstance, we can easily meet via video or phone conference. There is also scope for meeting at your place of business or residence depending on individual situations. Please send us an enquiry for further details.

Knowledge & Workshop Meeting (1 to 1.5 hours)

Based on all of your information, we now have a more complete picture of both your qualitative and quantitative standings. In this meeting we work through your key issues, the foundations of good financial management, the “what if?” scenarios, and make sure we are on the same page from day one when developing your tailored financial plan.

Developing your Advice & Strategy (1 to 2 weeks)

During this time we will review all of your current structures, superannuation, investments and policies. We will continue to keep you updated as we compare your current set up to the open market and collect any further information needed as we progress. Once we have a clear picture of all your moving parts we will finalise your tailored plan to provide you with the most effective strategy and structure possible.

Present Your Financial Plan (1 to 1.5 hours)

At FWM we want to keep your advice clear and concise. During our meeting we will recap on your goals and needs for the future, discuss your current position, demonstrate the intricate level of research conducted, and explain the recommendations and strategies proposed to improve you financial situation.

Implementing your Plan

Congratulations you have successfully outsourced your paperwork! Your FWM adviser will take the time to assist you completing any paperwork required. 

Setting up your Client Portal

Once we have completed your initial financial planning work we take you through the set up process to in order to make your financial life easier. All of your information will be in one place, meaning less emails and less letters. Through our Website and App (iOS & Android) you can see your whole financial picture, receive updates and reminders for to-do items, access regular reporting, sign-off on documents, share your information with professionals and easily access all your important files. 

Ongoing Advice Service

Everyone has different requirements for staying on track. This can range from an annual review to frequent meetings throughout the financial year to proactively manage your situation.

Regardless of your life stage or financial complexity FWM can tailor an ongoing strategy and review package to suit your needs and keep you on track. Our comprehensive support will give you peace of mind that your finances are in safe hands.