The Experience
Explore
It all starts with a Coffee with Geet to meet and find out about each other. We will endeavour to find out about your life, your financial goals and personal objectives. Some of your financial goals could be buying a new home, becoming debt free, taxation planning, understanding superannuation, investing for the future or saving for retirement. We will also touch on your real life goals: what is it that you would like to achieve in your personal life. We will explain the process to you and work out whether we are the best fit for each other.
Envision
If you are happy after our initial meeting and would like to proceed to the next step of receiving financial life advice, we will then have a meaningful conversation to understand you better, to work out your relationship with money and what brings real happiness for you. We will look at the bigger picture, which includes holistic advice, your personal money goals, and overall well-being. This is called self-awareness. You are likely to discover a lot about yourselves and your partners.
Evaluate
The next step for us is to analyse and evaluate your financial position. We will work together to collect information about your financial assets, liabilities, cash flow, personal protection, your current financial status and evaluate where you want to be in next five years. We will look at various options and strategies to optimise your financial position to help you protect, maintain and grow your wealth.
Enable
Based on your personal and financial goals, available options and strategies, we will provide you with a comprehensive statement of advice outlining your current circumstances, aspirations and a summary of recommendation that will enable you meet your goals. We will work with you as a team to help you make informed decisions.
Execute
Once you are satisfied with the recommendations, we will help you execute the plan. We will prepare all the paperwork and implement the recommendations as per the plan. We will also work closely with other professionals like accountants, estate planning lawyers and fund managers.
Enlighten
Our relationship does not end after we execute your plan. This will only be the start of your financial planning journey where we will be there for you and monitor your plan to make sure you remain on track. The whole process will enlighten you with a better understanding about your overall personal well-being, your relationship with money and your life time goals.
The Experience
Explore
It all starts with a Coffee with Geet to meet and find out about each other. We will endeavour to find out about your life, your financial goals and personal objectives. Some of your financial goals could be buying a new home, becoming debt free, taxation planning, understanding superannuation, investing for the future or saving for retirement. We will also touch on your real life goals: what is it that you would like to achieve in your personal life. We will explain the process to you and work out whether we are the best fit for each other.
Envision
If you are happy after our initial meeting and would like to proceed to the next step of receiving financial life advice, we will then have a meaningful conversation to understand you better, to work out your relationship with money and what brings real happiness for you. We will look at the bigger picture, which includes holistic advice, your personal money goals, and overall well-being. This is called self-awareness. You are likely to discover a lot about yourselves and your partners.
Evaluate
The next step for us is to analyse and evaluate your financial position. We will work together to collect information about your financial assets, liabilities, cash flow, personal protection, your current financial status and evaluate where you want to be in next five years. We will look at various options and strategies to optimise your financial position to help you protect, maintain and grow your wealth.
Enable
Based on your personal and financial goals, available options and strategies, we will provide you with a comprehensive statement of advice outlining your current circumstances, aspirations and a summary of recommendation that will enable you meet your goals. We will work with you as a team to help you make informed decisions.
Execute
Once you are satisfied with the recommendations, we will help you execute the plan. We will prepare all the paperwork and implement the recommendations as per the plan. We will also work closely with other professionals like accountants, estate planning lawyers and fund managers.
Enlighten
Our relationship does not end after we execute your plan. This will only be the start of your financial planning journey where we will be there for you and monitor your plan to make sure you remain on track. The whole process will enlighten you with a better understanding about your overall personal well-being, your relationship with money and your life time goals.
Let's get started
Mary
Client
"Since I have been working with Geet on my super portfolio, the changes and adjustments we have made together as a result of her financial and technical expertise has been of great benefit to me."
Maureen
Client
"Overall I am very happy with Geet. I have her as my planner for last 4 years, she provides excellent service."