Advice Process

It’s important to make sure you are comfortable that your adviser has taken the time to understand your needs, goals and preferences, before making any recommendations.

At Turner Financial Solutions we adhere to an advice process that ensures you receive the best service and advice in meeting your needs.  Each person is different and our process ensures that our advice is aligned with you, and your goals.

DEFINING THE SCOPE OF ENGAGEMENT

We will explain the process that we will follow; finding out your needs and ensuring that we can meet them. We will additionally detail how we work, and how you will be charged from a costing perspective.

IDENTIFYING YOUR GOALS

We work with you to identify your short and long term financial goals – this stage serves as a foundation for developing your plan.

ASSESSING YOUR FINANCIAL SITUATION

We will take a thorough look at your current &/or future position/s – e.g. your assets, liabilities, insurance coverage, and investment or tax strategies.

PREPARING YOUR FINANCIAL PLAN

We will then prepare and recommend suitable strategies, products and services, and answer in detail any questions that you may have.

IMPLEMENTING THE RECOMMENDATIONS

Once you’re ready to proceed with our proposal/s, your financial plan will be put into action. Where appropriate, we will work closely with specialist professionals, such as our accounting, legal, or finance affiliates.

REVIEWING THE PLAN

Your circumstances, lifestyle and financial goals are likely to change over time, so it’s important that your financial plan is regularly reviewed, to make sure you keep on track. We adopt an open and communicative approach with our clients in regards to maintaining regular contact, ensuring that we can be proactive regarding any strategic changes we may need to make along the journey.