<< Back to previous page
Without a proper map, the chances of reaching your destination are severely limited. Wealth creation begins with planning a path and looking ahead. This is a key philosophy of Navado Financial Advisors.
The most effective way to grow is to use your resources in the most productive way possible. Our Financial Health Checkup service stems from this notion. By understanding your financial situation, and developing a strategy that utilizes your assets efficiently, you are best placed for success.
The Financial Health Checkup Process
The Financial Health Checkup process can be described as follows:
- Investigate - The first step is to gain a comprehensive understanding of your financial and personal situation, determine the risk profile that you are suited to and find out about your future plans and goals. We offer a Free Home Consultation service so that you can meet a member of our financial advisory team at your convenience, at your home, at your availability and at no charge.
- Analyse - We will meticulously analyse and evaluate your situation, and consider the possible strategies, schemes and wealth creation platforms that may be suitable to meeting your financial and individual goals.
- Advise - We will develop a financial strategy, in the form of a Statement of Advice, which will outline a suitable wealth creation strategy specifically tailored to meet your objectives, a risk management regime and tax and economic issues. Your financial advisor will attend your home to discuss and explain the Statement of Advice, ensuring that you understand each step of the plan. We will also endeavour to address any questions, fears or concerns you may have.
We offer a free consultation, where one of our financial advisers will meet with you in the comfort of your home. If you decide to proceed and request that our adviser prepares a Financial Plan for you (otherwise known as a Statement of Advice), our Fee for the preparation of the Statement of Advice will be fixed, but will of course vary depending on the complexity of your circumstances. We will provide you with a Financial Services Guide, setting out our Fees and Charges, at the initial appointment. You will understand clearly, up-front, our proposed Fees and Charges, before we proceed to prepare a Financial Plan on your behalf.
To find out more about our Financial Health Checkup process, or to arrange a free home consultation, contact our office on our main line (02) 9233 4048.
Related Professional Offers
Related Practice Areas
Navado Financial Advisors Pty Ltd is a Corporate Authorised Representative of Lifespan Financial Planning. A.B.N. 23 065 921 735. AFSL 229892. This webpage (and any material or wording appearing on this webpage) is provided for information only and constitutes general financial product advice. It does not take into account your objectives, financial situation or needs and you should therefore consider the appropriateness of the advice, in light of your own objectives, financial situation or needs before acting on this webpage. When making decisions about any financial products you should obtain a copy of and consider the Product Disclosure Statement for that product before making any decision. Navado accepts no responsibility to any person who relies on the information provided on this website. We further refer you to our Disclaimer.
