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How We Work

How we work for your financial peace of mind.

We take financial planning seriously!
Through the use of smart technology and progressive strategies, your Advisor-managed account is built towards financial security.

Our 5-step process to achieve cost-effective returns.



Taking the time to really understand you, your current position, objectives, needs and aspirations, is fundamental to achieving the ideal financial plan. A roadmap to your financial future will only succeed if the starting position is accurate, so your advisor will, first of all, undertake a detailed survey to obtain all the relevant information required to gain a clear picture of your unique circumstances.


The information obtained is then reviewed in order to produce a solid foundation of facts from which together we can begin to work through your options and model potential outcomes. We then begin the process of developing a strategic plan tailored to your specification.


To achieve clarity at this stage of the process, we will provide you with a document that includes all that we have learnt about you, your situation and intentions and serves as the blueprint for your plan. To ensure you are always totally sure of proceedings, all our recommendations are confirmed in writing.


Once we have agreed upon the best way to achieve your aims, we project manage the implementation of the actions required by your plan. We co-ordinate this stage with you and may undertake the instruction of third parties such as insurers, superfunds and investment platforms to make certain the process is as smooth as possible.


Regular appraisal of the progress of all the components within your plan is crucial to achieving great results. Your circumstances may change, as might external conditions that could affect you, consequently, reliable financial advice demands a dynamic approach. We stay in regular communication with our clients and continually monitor their overall financial status to enable us to assess whether any adjustments are required to maximise their plan’s outcomes. 
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Fiorente Advisory

Personal service for financial peace of mind.


  • Fiorente Advisory Pty Ltd (ABN 43 637 122 037) is an Authorised Representative of Centrepoint Alliance Limited (ABN 72 052 507 507, AFSL 449221), and it applies only to Australian residents.

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