Your future Edge 'Horizon' experience...

Your first appointment (Up to 1.5 hours at your home or in our office)

You'll be asked to tell us about your goals and aspirations and your timeframe for achieving them. We'll then be in the best position to help you succeed with reaching all your targets.
You'll leave this first meeting knowing the steps you need to take to be able to improve your situation going forward and also with some general advice regarding your current situation.
You'll be in a position to make an informed decision about whether or not you'd like us to prepare an initial financial plan and also on the amount you're able to / prepared to invest to help you move forward.

Your second appointment - Horizon Proposal (Up to 1 hour at your home or in our office)

You'll be provided with a detailed 'statement of advice/financial plan' recommending a course of action to achieve your financial goals.
This 'statement of advice' sets out a clear strategy for your investments, superannuation, insurances, etc in the future.
You'll have an opportunity to ask all the questions you have before authorising your adviser to proceed with the implementation of your plan.

Administration

Within a week of your second appointment, we may require you to sign further documentation/applications which will either be posted to you or signed in our office. Once all documentation and applications have been signed, we will submit them to the relevant institutions for processing. We will then make sure that all of your investments have been placed and ensure that all relevant transaction confirmations come back to our office.

Your 'Horizon' outline

Once all documentation and applications have been finalised, you'll receive a detailed outline (via email), of your current investments.

Your regular 'Horizon' portfolio snapshots

If you're on a Platinum or Gold plan, you'll receive monthly or quarterly 'Horizon' portfolio snapshots via email. This will give you an updated valuation of all your current investments.

Your ongoing face-to-face benchmarking and market analysis (held in our office)

During this meeting, we'll provide you with a detailed report of your progress against your original goals. We'll also assess the suitability of your portfolio based on your current situation. We are available at any time during these formal review dates to answer any concerns.

To take the next step to Financial Freedom, you can find all of our contact details on the contact us page.