Our Process
Our roadmap to your financial success
YOUR JOURNEY TO ACHIEVING YOUR FINANCIAL GOALS
The Ally Advice Process
The Ally Wealth Management 4-step advice process is designed to be transparent and pragmatic to ensure that there are no surprises, and you are kept fully informed throughout the journey. From analysing and exploring your personal financial goals and objectives; to modelling scenarios and strategies; and to implementing each of the agreed upon steps to put your tailored financial plan into action, our aim is to be your trusted allies in personal finance.
Step 1 – Your Complimentary Discussion
GATHERING YOUR FINANCIAL DATA AND EXPLORING YOUR OBJECTIVES
Our obligation-free discussion to explore your personal situation and how we can help you.
Our advice process begins with a complimentary, obligation-free discussion of your personal financial needs and current position. This also provides us with an opportunity to give you a clear outline of our services and the areas we can help you in, and explore whether they will fit your individual needs. We will review your current position in detail and define what you are looking to achieve.
Step 2 – Your Strategy Session
EXPLORING TAILORED STRATEGIES DESIGNED FOR YOU TO ACHIEVE YOUR GOALS
A detailed exploratory discussion outlining your pathways to achieve your financial goals.
After our initial discussion to define your current position and what you are looking to achieve, the team will research and determine appropriate strategies and vehicles for you to achieve your goals. Our team works with a wide range of providers, allowing us the choice and flexibility to ensure that we can identify the right solution for you. At this second meeting, we will outline the strategies and various options for you to choose from, highlighting the costs and benefits of each option.
Step 3 – Your Implementation Session
PUTTING YOUR TAILORED STRATEGIES INTO ACTION
Bringing your tailored personal financial plan to life.
Once we have agreed upon the discussed strategies you are most comfortable with; we will then identify the right vehicles to implement your financial plan whilst ensuring you are kept fully informed at every step of the way. This will start with the presentation of your formal Statement of Advice setting out all of the recommendations involved. This may include arranging and applying for your insurances, reviewing your superannuation, reviewing your cash flows, setting up appropriate retirement and savings vehicles and any other relevant areas for you to achieve your financial goals.
Step 4 – Our Partnership
KEEPING YOU ON TRACK WITH YOUR FINANCIAL PLAN
Your trusted allies ensuring you remain on track to achieve your goals.
Our clients find that having a team of qualified and experienced professionals in place to conduct strategic reviews with them provides them with the time and freedom for what’s most important. We conduct our reviews and portfolio analysis with our clients to ensure that they have peace of mind in knowing that they are on track to achieving their financial goals. With technology tools in place, our clients are empowered to track their finances, monitor their investments as well as ensure that all information remains up to date.
