STEP 1. Initial Assessment
Either in our office or the comfort of your own home at family flexible hours, a qualified and licensed professional will help you clearly define your financial goals and objectives and establish if you are on track and what options may be available to you.
STEP 2. Finance Consultation
Meet with our finance specialists who can design a plan that will best suit you and your family and identify the most effective way to pay down existing debts and create new appreciating assets.
STEP 3. Investment Consultation
Meet again with an investment consultant to identify the most effective and affordable investment strategy. Begin the implementation stage of your investment strategy.
STEP 4. FINANCIAL PLANNING & ACCOUNTING
Meet with our financial planners for professional financial advice on your long term goals tailored to your individual needs and circumstances. Maximise your investment returns with Reventon accounting.
STEP 5. On-going Management
Continued communication and maintenance of your program including 6 monthly updates, reviews, monthly newsletters and happy calls to ensure you stay on track and achieve your goals.