Discover Your Financial Potential
Explore your goals, hopes, dreams and aspirations.
Find out your Financial Potential with a Discovery Meeting.
A WE. Discovery meeting is the first step in the journey towards realising your financial potential.
This is your opportunity to explore your goals for the future, we'll help you document your hopes and dreams, create a road of your potential future - WE. break these down into 10,5, 3 years, and immediate goals.
We’ll focus on three key things:
1 .Cashflow (Is King)
– Where do your income and expenses come from right now and how can they be optimised?
2. Capital (Investment)
– What investments do you have currently and what others might you need in order to achieve your goals.
3. Back up plan (Contingency)
– We’ll look at your personal risk insurances and estate planning to see if any improvements can be made
You'll know when you've reached your financial potential, its when you have balance between Freedom of Choice' and Security, knowing you've planned to live well today and have a solid plan for the future.
WE. care, we’ll discuss how you’re feeling now financially speaking that is, so that we can use this to measure our success.
Your Financial Discovery Meeting has a one-off fee starting from just $550 including GST, giving you a clear picture of where you’re at financially, and the steps you need to take to achieve any of the things you’d like to do in life.
What would you like to do or achieve that you haven’t already?
-
Children
-
Holiday House
-
Hobbies & Interests
-
Extended Time Off
-
Bigger home
-
Boats/Watercraft
-
Learning & Study
-
Marriage
-
Travel
-
Golf/Skiing/Scuba
-
Your own business
-
Dreams & Goals
After your Discovery Appointment, we will provide you with a quote for ongoing advice. If you choose to continue your journey towards creating your best life, 50% of in initial advice fee is payable and non-refundable.
WE. Get started, by getting to know you
Our client relationships are based on a life-long commitment to impeccable service.
Here’s how that journey starts:
Pre-Discovery
Discovery
Strategy
WE. Appointment
Implementation
Coaching Engagement/'s
Planning Appointment
WE. are with you every step of the way.
From the moment you interact with our team, you’ll soon realise that we care a lot about our clients. That’s because when you experience success, we do too.
Wherever you are on your journey towards your ‘best life’, we’ll have a tailored, careful approach to guide you.
Strategy Appointment
Based on what we learn about you and your needs in your Discovery Appointment, we complete research and analysis, and develop and prepare our recommendations for your personal advice.
Often, we collaborate with you to understand your preferences and priorities before we before we formalise and document our advice WE. call this a Statement of Advice (SoA).
At WE. we use the Strategy Appointment make sure your our understanding and interpretation aligns with your needs.
Better Together - Appointment
After our initial meeting your Discovery meeting, we present detailed scenario modelling and forecasts that shows how the execution of your 10 year, 5 year, 3 year and immediate goals potentially look depending on depending on the scenario you choose.
This is the most enlightening appointment for clients, as you get so to see your potential future almost with the benefit of hind sight. Now wouldn't we all like that!
WE. present our formal advice recommendations to you and provide you with an action plan to work through together. Together, we’ll help you realise your financial goals.
This session is presented with a Statement of Advice (a legal document that needs to be executed).
Fees start from $4,850 including GST for single person & $6,995 including GST for a couple.
with 50% payable to engage
The balance payment of the commitment fee is required at this meeting.
Coaching, Planning & Ongoing Managment
When you engage WE Group Adviser, we'll educate you to help improve your financial acumen through ongoing coaching, and mentorship. While managing your investment portfolio to help realise your financial potential.
As a WE. client, we make sure you have:
Annual Planning Appointments
– where we review what’s most important in your life and determine how we adjust your plan suit your current needs .
– (our ‘Contingency Check’) whereby we discuss your progress, your current Financial situation and revisit your 10, 5, 3, and immediate goals, whilst communicating your investment performance, and any changes to your situation and risk profile.
Personal Risk Insurance analysis
– ensuring you are adequately covered for the unthinkable.
Estate Planning
– there’s no point building a successful wealth portfolio if it isn’t protected and shared in-line with your wishes.
Regular Advisor Engagement
– through coaching, strategy sessions, and open communication.
Return on Investment
– through our strategic planning for tax savings, product savings, household cost savings and investment growth.
Live wealth reports
– through our Cashflow Tracker app – showing you how you’re going on the way to your short, medium and long-term goals.
Investment Longevity
– making your money work longer and harder for you.
Annual planning & Management
Cash Flow Planning
Superannuation &
Personal Investment Planning
Debt Structure & Mortgage Broking
Investment & Wealth Planning
Personal Risk & Estate
Planning
Ancillary Services
Accounting
Legal &
Property Advocacy
1 month
3 month
6 month
12 month
Fees for ongoing advice services start from $550 and range to $9,990 including GST per month depending upon the complexity of your situation and the value that we can provide to you. Ongoing advice fees commence one month after your Better Together Appointment.
Above all else, we ensure that you’re always in charge of your money, giving you complete peace of mind and freedom of choice.
CONTACT US
150 Victoria Street, Seddon VIC 3011
Building 1 Suite A1 Level 3, 209 Robina Town Centre Drive, ROBINA, QLD 4226
1300 459 101