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We were very careful when we formed Sansovini Financial Services. We'll be the same way with you. We follow a thorough financial planning process beginning with:

 

DISCOVERY

We want to know the real you – what’s important in life, what makes you get up in the morning, and who the people are that you care about most. Our consultative discovery process will uncover your financial concerns, values, and needs.

 

INVESTIGATION

We want to know all the nitty gritty financial details. The more we know about you, the more value we can add. Don’t worry if you don’t have all the details, we can fill in the gaps as we go.

 

ANALYSIS

We crunch the numbers; we use all our skill and experience to develop a strategy to make the most of what you have to get you on the path to where you want to be.

 

PRESENTATION

We sit down and explain our strategy to you in a manner you will understand. We will spend as much time as needed to ensure your comfortable with our recommendations and understand how they benefit you.

 

IMPLEMENTATION

Once you are comfortable with your recommendations, we will work with you to ensure your recommendations are implemented as seamlessly as possible.

 

REVIEW

For some, an Annual Review is imperative, others would rather be reviewed on an ad hoc basis. Sign up to our Ongoing Service Agreement and we will review you on an annual basis to ensure you are progressing as expected. We discuss changes that have happened in your life and review your strategies and investments.

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Authorised Representatives of InvestPlan Pty Ltd, ABN 39 635 196 735  | Australian Financial Services Licensee 518743.

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