Our Financial Planning Process

process

1

First Meeting:

Who we are
How we operate
How we get paid
All about you
Discuss your goals
Ask Questions

2

Planning Process:

Analyse Information
Evaluate Client Situation
Develop strategy in line with client goals
Research products
Discuss & check plan
 

3

Second Meeting:

Revisit questionnaire
Check Plan, Brief overview
Plan in detail
Answer all questions
Provide additional info
Diarise next meeting
Agree on review & monitoring periods

4

Implement, Monitor and Review:

Copies of documentation
Additional Prospectuses & Product Disclosure Statements
Revised Plan if required
Log all information on our database
Email relevant messages and Information
Matrix Investment Committee
 

5

Annual Review:

Snap shot of your portfolio
Revisit your plan
Are we on track?
Review strategy & solutions
Risk Review
Make any adjustments
Agree on next Review

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GTM Financial Pty Ltd ABN 98 088 101 017, Corporate Authorised Representative of Matrix Planning Solutions Limited ABN 45 087 470 200, AFSL & ACL No. 238256. Registered address Level 14, 20 Bond Street, SYDNEY NSW 2000

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