Providing the right advice is one of the most important steps in the investment process. At Gamma Advisory, we provide as little or as much advice as you want. It’s all about you.
We follow a fool proof 6-step process in providing the most appropriate investment advice:
The Financial Planning Process
Our six step process ensures you understand what to expect from our relationship.
Step 1
Our first meeting is obligation free and looks at potential opportunities
Step 2
We discover your goals and objectives
Step 3
We explore your current financial position
Step 4
We prepare your financial plan (Statement of Advice)
Step 5
We provide and implement your financial plan (Statement of Advice)
Step 6
We provide ongoing reviews to meet your ongoing financial needs
At your discretion, our advice may cover all or some of the following areas:
- Wealth accumulation (investment inside and outside Superannuation)
- Investment planning and structures
- Portfolio and asset management
- Asset and wealth protection
- Personal and Business risk insurance
- Retirement planning
- Estate Planning
This advice can cover areas such as: