Your Advice Journey
Wealth. It’s Personal.
Your life choices are as unique as you are, and so is our approach to financial advice. Our tailored process is designed to understand what truly matters to you, empowering you to build wealth while creating meaningful life experiences.
When life changes, we’re here to ensure your financial plan evolves with you so you can stay confident on your journey to achieving your goals.
Our Advice Roadmap
Ongoing Partnership
Connect Call
During our 15-minute call, we will discuss what matters most to you, including your personal & financial goals and any other areas you’d like to address. We’ll also take a moment to introduce Nova Wealth and walk you through our advice process.
Engagement Meeting
We’re here to understand your story, along with your unique circumstances & aspirations. Our approach begins with a deep dive into your goals, exploring what you want to achieve what matters most to you. By gaining a comprehensive understanding of your objectives, we can work together to create a tailored strategy that helps turn your dreams into reality.
Strategy Consultation
By taking a close look at your life and financial situation, we can uncover what truly matters to you and identify practical steps to help you create your ideal life. Leveraging high-level modelling, we map out your journey, incorporating rough estimations of potential outcomes. By addressing red flags and engaging in strategic trade-off discussions, we help prioritise your goals to achieve more optimal results.
Advice Presentation
In the advice presentation, we’ll go through your personalised wealth plan—your roadmap to achieving your goals. We’ll explain each recommendation clearly, covering the potential benefits and risks so you have all the necessary information. This collaborative session empowers you to make informed decisions with confidence and clarity.
Implement your advice
Once you’ve decided to move forward, we’ll work together to put your plan into action. You’ll also gain access to Nova Wealth’s tools and resources to support you every step of the way.
30 day Check-In
After implementing our advice, we’ll keep you updated at every stage. We’ll also help you set up online accounts, making it simple for you to track your progress. You can feel confident knowing your money is working toward achieving your goals.
Half Yearly Portfolio Review
Annual Planning Meeting
Our annual planning meeting is designed to support you in building the life you truly want. Your goals and interests will always be our top priority. Together, we’ll explore what’s possible and guide you in making informed financial choices every step of the way. We understand that life can take unexpected turns. When it does, we’ll be here to support you, making adjustments to keep your financial plan on track. With ongoing advice tailored to your unique circumstances, we’ll ensure your plan grows and evolves with you.
Connect with us
In 15 minutes, we will discuss what matters most to you, including your personal & financial goals and any other areas you’d like to address. We’ll also take a moment to introduce Nova Wealth and walk you through our advice process.