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Process

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.

1

Understanding

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.
2

Analysing

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.
3

Advising

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.
4

Implementing

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.
5

Reviewing

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 Pty Ltd (ABN 43 637 122 037) is an Authorised Representative of Millennium3 Financial Services Pty Ltd (ABN 61 094 529 987, AFSL 244252) and is only applicable to Australian residents.

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