We aim to provide you with the greatest possible advice and service, there are many things we do that stand us out:
Step 1 - Gather financial data
So we can fully understand your current financial situation, we gather as much information as possible including details on your income, debt level and other commitments.
Step 2 - Identify your goals
Make sure you clearly define your needs and goals at your first meeting with a financial adviser.
Step 3 - Identify any financial issues
By considering your current financial situation and understanding your goals, a financial adviser will identify any deficiencies between where you are now and where you want to be.
Step 4 - Preparing your financial plan
Your financial adviser will identify and compare recommended investments and address your attitude to risk.
Step 5 - Implementing your financial plan
When you’re ready to implement your plan, a financial adviser will show you how to put your plan into action.
Step 6 - Reviewing and revising your plan
For most people, their financial plan is the start of a long-term relationship with their financial adviser. To ensure your plan stays up-to-date and relevant to the economic climate and your changing lifestyle and goals, you should:
Dobson Financial Planning Pty Ltd ACN 096 843 293 as trustee for the Shirtfront Trust ABN 99 139 782 191, trading as Mal Dobson and Associates is an Authorised Representative of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995 AFSL 230323