3 bars to open Menu
An image of a tree on a field.

Your Journey

Home > Your Journey

Discover Your Future Wealth's financial advice process

An image of the number 1 in a circle.

Step 1:

Consultation

  • Introduction 
  • Agree remuneration method 
  • Information gathering
  • Identify goals and objectives
  • Create a financial plan

An image of the number 2 in a circle.

Step 2:

Advice

  • Assess objectives
  • Review existing plans
  • Research
  • Devise investment strategy
  • Select product(s)
  • Recommendation
  • Suitability Report

An image of the number 3 in a circle.

Step 3:

Implementation

  • Apply to product provider
  • Complete documentation
  • Process applications
  • Policy documentation

An image of the number 4 in a circle.

Step 4:

Ongoing Service

  • Assess continued suitability of advice
  • Complete new investment risk questionnaire
  • Provide review report
  • Ongoing access to your adviser