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Your Journey With Us

Current regulations require that any personal advice must be appropriate to your circumstances. While you have the right not to disclose personal information, you need to be mindful that any advice you receive may not be appropriate to your individual needs and financial situation.

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Our 7-step financial process is outlined below.

Step 1
Discovery

We have an initial consultation that allows us to find out about each other. This can be done face-to-face or online.

Step 1
Step 2
Gather Data

We collect all the personal and financial information we need from you in a private and confidential document called the Fact Find.

Step 2
Step 3
Your Financial Position

We help you identify your current financial position and goals. This is generally done at the same time as the Fact Find.

Step 3
Step 4
Financial Plan

We research, strategise and develop a financial plan for you, presented in a written document called the Statement of Advice.

Step 4
Step 5
Presentation

We present our recommendations to you, and make sure you understand and agree to the recommendations.

Step 5
Step 6
Implementation

We implement the agreed upon recommendations.

Step 6
Step 7
Review & Support

We will periodically review your goals, financial situation and needs, and make changes to your financial plan as necessary.

Step 7

If you would like to discuss how one of the financial advisors at Investlink Group can assist you with your wealth creation goals, please book a chat.

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Complimentary 15 Minute Chat

Please provide a few details so we can get to know what you would like to achieve when you speak to a Investlink Group Adviser.

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