Advice Process
Advice Process Overview
Section titled “Advice Process Overview”The advice process is designed to provide a consistent, professional, and client-focused experience from first contact through implementation and ongoing review.
1. First Contact
Initial contact establishes the nature of the enquiry and whether a meeting is appropriate.
2. Client Onboarding
Client acceptance, AdviceTech setup, and supporting documentation are completed properly.
3. Financial Analysis
The current position is reviewed to identify needs, gaps, and planning considerations.
4. Recommendation
Suitable recommendations are prepared and explained with appropriate supporting information.
5. Implementation
Agreed actions are submitted, tracked, and confirmed once active.
6. Annual Reviews
Ongoing reviews help ensure arrangements remain suitable over time.