Our Process
Our Financial Planning Process
Clear advice. Practical strategies. Ongoing support.
What you can expect
Financial planning is designed to give you clarity, structure, and confidence when making decisions about your money.
From an initial call through to ongoing advice, we guide you through each step so you always understand where you stand and what comes next.
This approach allows you to make informed decisions, knowing your strategy is aligned with your goals.
A 15–20 minute conversation to understand your situation, what you’re looking to achieve and whether we may be able to help.
Here’s How the Process Works
PART 1
Getting Started
The first step is understanding where you are, what you’re looking to achieve and whether we’re the right fit to help.
1. Initial Chat
We start with a short 15–20 minute conversation to understand what you’re looking for and what you’d like help with.
It’s also an opportunity to ask questions, understand how we work and see whether we may be the right fit.
2. Initial Meeting
If it looks like we may be able to help, the next step is a more detailed meeting to understand your financial position, goals and priorities.
We’ll discuss what’s important to you, where you want to get to and the areas where advice may add the most value.
PART 2
Building Your Plan
Once we understand what you’re looking to achieve, we gather the information we need and begin researching and developing your financial strategy.
3. Developing Your Plan
We review your financial position, research the available options and model different strategies to help achieve your goals.
Along the way, we may check in with you to discuss different options, trade-offs or any additional information we need before finalising our recommendations.
4. Presenting Your Advice
Once the strategy is agreed, we prepare your formal advice and meet with you to take you through the recommendations and expected outcomes.
We’ll explain what we’re recommending and why, answer any questions and make sure you’re comfortable before deciding how you’d like to proceed.
PART 3
Putting Your Plan Into Action
Once you’re comfortable with the recommendations, we help put the agreed strategy into place and continue working with you as your circumstances evolve.
5. Implementing Your Strategy
We manage the implementation of the agreed recommendations and help coordinate the paperwork, providers and other professionals involved.
We keep you updated along the way and make sure everything is implemented as intended.
6. Ongoing Review & Support
Financial planning doesn’t stop once the initial strategy is implemented. We continue to review your position, progress and goals over time.
Through regular reviews and ongoing advice, we can adjust your strategy as your circumstances, priorities and financial position change.
Why clients choose Everyday Wealth
✓ Clear, practical advice
✓ Strategies that work together
✓ Personalised recommendations
✓ Long term relationships
✓ Based on Sydney’s Northern Beaches
✓ Supporting clients across Australia
We warmly welcome new clients and our door is always open.
Let us take the stress and hassle out of managing your financial goals so you can focus on the important stuff.