We begin with a discovery meeting to understand what matters most to you. During this meeting, we will:
Discuss your current financial position
Explore your short, medium and long-term goals
Identify any key opportunities or challenges
Answer any initial questions you may have about our process
This meeting allows us to determine how we can best support you and whether we are the right fit to work together.
2. Terms of Engagement
Following our initial meeting, we prepare a Terms of Engagement document based on your goals and circumstances.
This document outlines:
Your stated objectives
The scope of advice we will provide
The cost of preparing your personalised Statement of Advice
The cost of implementing our recommendations
Any areas that fall outside the scope of our advice
Details of our ongoing review service
An indicative timeline from engagement through to implementation
This ensures complete clarity and transparency before we begin.
3. Information Collection
Once you have signed the Terms of Engagement, we move into the information gathering stage.
During this phase:
You will receive access to our secure Client Portal to complete an online Fact Find
Once we have the relevant signed documents, we can get to work on reaching out to third parties to collect information to assist with formulating your unique strategy
Documents can be easily uploaded via our secure Client portal
This step allows us to fill in any gaps and ensure we have a complete and accurate picture of your financial position.
4. Preparing Your Financial Strategy
With all relevant information collected, we develop your tailored financial strategy.
This includes:
Formulating the recommended strategies that meet your objectives.
Conducting modelling to show how the recommendations place you in a better position.
Considering the alternative options available and why they are not being recommended.
5. Advice Presentation
Once your advice is ready, we will schedule a meeting to present and explain our recommendations.
This can be conducted:
In person
Via video conference
Over the phone
We will walk you through:
The strategy and reasoning behind each recommendation
Expected outcomes
Risks and key considerations
Fees involved in implementing our advice
Our goal is to ensure you feel confident and fully informed before proceeding.
6. Implementation
Once you provide approval by signing your Authority to Proceed, we take care of the implementation.
We will:
Prepare all required paperwork for your review and signature
Liaise with relevant third parties (e.g. super funds, investment providers)
Manage the process end-to-end on your behalf
Our aim is to make implementation as seamless and efficient as possible, with minimal time required from you.
7. Ongoing Review & Support
As a client of Profile, you will have access to our Ongoing Review Service, outlined in your Ongoing Fee Arrangement.
Through this service, we:
Regularly review your strategy
Ensure your plan remains aligned with your evolving goals
Identify new opportunities as your circumstances change
Our process is designed to provide clarity, confidence, and structure - so you can focus on what matters most, knowing your financial future is in experienced hands.
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Book a zero-cost conversation with one of our expert advisers. No jargon and no pressure. Just clarity on your wealth, your goals, and your next step.
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