DISCOVERY:
The first appointment
At our expense, we conduct a thorough 60 minute meeting with you to get a better understanding of your financial situation, your values, key priorities, concerns and your goals.
PREPARATION:
We do our research
Based on our findings from our initial meeting, we go away and research the very best ways to achieve your financial goals and prepare detailed options for your consideration.
PRESENTATION:
Insurance and investments
Based on the strategy and direction we take, we will help you lodge, apply, complete, follow up and organise all documentation where possible. Our objective here is to ensure everything is completed as easily and efficiently as possible for you.
CONFIRMATION:
Completion
We keep you updated all the way through the implementation stage and will confirm completion of the original tasks when done. We may also offer advice on further steps we believe you may benefit from.
ONGOING ADVICE & SUPPORT:
Regular review meetings
The strategy’s we implement are NOT ‘set and forget’ – we regularly meet with you to review how things are progressing. Our ongoing guidance & strategy adjustments (as required) ensures you stay on track to achieve your goals.
Getting the right financial advice can change your life for the better. It gives you the confidence that your future plans are on track and achievable. At RDV Financial Services, we can help you:
- Identify, plan for and achieve your financial goals
- Make the most of your money
- Get any government assistance you're entitled to
- Feel more in control of your finances and your life
- Avoid expensive mistakes
- Protect your assets
We bring the right mix of knowledge, expertise and guidance to identify and help you achieve your goals. This means you will be partnered with qualified professionals who are only committed to helping you realise your financial potential.
As part of this process, you will receive a personalised plan, which will outline where you’re at now, where you want to be in the future, and the recommendations to help you get there. This plan known as a Statement of Advice (SoA) will also detail any product recommendations we make, and disclose all the fee’s that may be applicable, as we aim to be transparent in all aspects of what we do.
It’s also important to point out that the advice we provide is not a ‘set and forget’ strategy. We understand that life is full of changes, so it's important that together we can adapt and adjust to things as required. We do this by reviewing your plan on a regular basis, and making sure we stay on track.
Your first meeting is extremely important - We want to get to know you as best we can - about where you are now, about your expectations, and about how you would like to live your life. Your first meeting is about getting to know each other and making sure that you are comfortable partnering together. To facilitate these discussions, you'll need to bring any relevant financial information with you, and it's a good idea to have a think about your personal goals.
At RDV Financial Services we are committed to providing you with a superior level of service that is second to none. We understand the importance of the right advice, to ensure that you are on the path to financial success.
