Our Advice Process

Discovery

Complimentary consulTation

This initial discovery meeting is our shout.

In order to gain a deep understanding of your lifestyle and financial goals, we ask the right questions and identify areas of growth in your finances. We look at cash flow, assets, debts, superannuation and existing protection in place. This discovery meeting is also a chance for you to understand what we are about at Fern Financial.

Focus

time to set some goals

Now that we understand your current financial situation, we define the scope of our services and begin to focus on advice that will add value and ultimately help us to achieve your goals, together.

We finalise the advice fees in a transparent manner (something we pride ourselves on!) and ensure you are comfortable with moving forward.

Strategy

The tailored guide

This is where you really see our expertise and knowledge. Now that we have a defined idea of what you want to achieve, we will develop a strategy for you to start reaching your goals.

Our collaborative approach means we talk through all the options together and finalise a personalised plan that suits you.