Solutions for Success

WHAT TO EXPECT

Get to know you - During your first appointment, we'll introduce Attract Wealth and the services we offer.

Then we'll ask for information about your current situation and your financial and lifestyle goals to ensure we gain a thorough understanding of how we can help you.

 

Research your options - If you'd like to proceed with personal advice, we'll take the time to review everything you have told us and then research the solutions available to help you achieve your goals.

 

Present our advice - We'll provide our advice in a written Statement of Advice (SOA), also known as a financial plan.

You'll have the opportunity to ask questions about our recommendations and together we can make any necessary adjustments.

 

Implement your financial plan - Once you're happy with the direction we're taking, we'll agree on how to implement the recommendations.

 

Review your financial plan - Periodically, or at least when your personal or financial circumstances change we'll meet again to review and fine-tune your financial plan.

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Attract Wealth ABN 68 639 215 259 is a Corporate Authorised Representative and is authorised through Cobalt Advisers Pty Ltd ABN 64 628 654 099 who is an Australian Financial Services Licensee 512550.

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