Your Financial Plan Evolves each year with a review.
Keep Your Financial Plan Updated: Schedule Your Annual Review Meeting
Track Monitor your Progress with your Financial Review Meeting!
Your life is a journey, and your financial plan should evolve alongside it. Annual review meetings with your financial advisor are essential to ensure your financial strategies remain aligned with your goals. At Wealth Effect Group we understand the importance of regular reviews and are here to guide you through every step of your financial journey.
Value = Cashflow + Assets Growth + Financial Wellbeing.
It means you can continue to move forward with a sense of confidence and purpose.
Reach your Financial Potential with a Review Meeting.
A WE. Review meeting is an integral step in the journey towards realising your financial potential.
1. Life Changes and Financial Objectives:
Life is full of changes, and your financial plan should adapt accordingly. During your annual review, we'll discuss any significant changes in your life over the past year—whether it's a new job, marriage, or a growing family. By understanding your current circumstances, we can update your financial plan to reflect your evolving needs and goals.
2. Investment Performance and Allocation:
Your investments play a crucial role in achieving your financial objectives. We'll provide a comprehensive review of your portfolio's performance and assess whether any adjustments are necessary based on market conditions, risk tolerance, and changes in your goals.
3. Fee Transparency:
Transparent fee structures are fundamental to building trust with your advisor. We'll ensure you understand all investment-related fees and work to minimize costs wherever possible, maximizing the growth potential of your portfolio.
4. Progress Toward Your Goals:
Your financial success is our priority. We'll review your progress toward your personal financial goals and outline the next steps to keep you on track for success.
5. Goals for the Future:
Looking ahead, we'll discuss your short-term goals for the upcoming year. Whether it's planning for a major life event or achieving a milestone, we'll help you incorporate these goals into your financial plan.
6. Tax Planning Strategies:
Tax planning is an integral part of preserving your wealth. We'll explore tax-saving opportunities, such as tax-loss harvesting and charitable giving, to minimize your tax burden and optimize your financial outcomes.
7. Estate Planning and Beneficiaries:
Your legacy matters. We'll review your estate planning documents and beneficiary designations to ensure they reflect your current wishes and any recent life changes.
8. Life Insurance Review:
Life insurance is a cornerstone of financial security. During your review meeting, we'll assess your current life insurance coverage to ensure it aligns with your needs and objectives. Whether you've experienced significant life changes or simply want to review your policy, we'll provide expert guidance to help you make informed decisions about protecting your loved ones' financial future.
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.
What would you like to do or achieve that you haven’t already?
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Children
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Holiday House
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Hobbies & Interests
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Extended Time Off
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Bigger home
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Boats/Watercraft
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Learning & Study
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Marriage
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Travel
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Golf/Skiing/Scuba
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Your own business
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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.
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
1. where we review what’s most important in your life and determine how we adjust your plan suit your current needs .
2. (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
3. ensuring you are adequately covered for the unthinkable.
Estate Planning
4. there’s no point building a successful wealth portfolio if it isn’t protected and shared in-line with your wishes.
Regular Advisor Engagement
5. through coaching, strategy sessions, and open communication.
Return on Investment
6. through our strategic planning for tax savings, product savings, household cost savings and investment growth.
Live wealth reports
7. through our Cashflow Tracker app – showing you how you’re going on the way to your short, medium and long-term goals.
Investment Longevity
8. 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
Select a time that suits your schedule.
WE. help you stay organized and on top of your finances.
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