Step 1 – How do we get started?
Whenever you talk to us we are going to spend as much time as it takes getting to know you and your goals and dreams. This is a time for you to do the talking and ask as many questions as you like because we know you are the sort of client who likes to know what’s happening.

Step 2 – Getting all the facts
Following our meeting we will need you to provide us with some specific information. We have a specific form for this called a Discovery Document. With your permission we can collect information from other businesses to save you time if you wish.

Step 3 –Strategy development and presentation
This is where we can really help you with a strategy that matches your goals. By understanding what you want to achieve in life and how far you are towards achieving those goals, we can then use our expertise and resources to develop the strategies that will ensure you get where you need to be.

During the first two steps we’ll outline some of our thoughts and give you a clear idea of what we will be considering in developing the strategies for you. We’ll also let you know the time frame for presenting our recommendations to you and cost of providing our recommendations.

Our recommendations will be provided in the form of a ‘Statement of Advice’. This will include not only full details of the strategies we recommend but also full information on implementation approaches, strategies considered but rejected and the cost to you to implement the recommended approach.

Step 4 – Implementation
Once we have reviewed the strategies together and you have indicated you are happy to proceed, we will then set out an implementation plan. Again, this provide a clear guide to what we are going to do and when, and the associated costs.

Step 5 – Ongoing service
Developing and implementing your plans is not a one off event – it is an ongoing process which evolves as you review and refine your needs and life goals. We aim to ensure that not only are you satisfied with the initial advice and financial strategies that we give you but also that you are confident your financial plan will continue to meet your lifestyle needs.

That’s why we provide an ongoing service to our clients; to ensure that our advice does not stop with the implementation of our recommendations.

Once your strategy has been implemented it is important that you continue to receive information and advice about any changes and that we regularly review your plan to ensure that it is still meeting your life goals and current needs.

How can Wyse Wealth help you?
The advice that we offer is tailored to each of our clients, therefore the strategies that we recommend to you will be uniquely suited to your individual needs.

Contacting Wyse Wealth
We are available to discuss your needs and can be contacted by phone call or email. We have offices in North Sydney and Sydney CBD.

To contact Wyse Wealth:

Phone: 1300 850 902
Email:  enquiries@wysewealth.com.au
Post:    10/171 Walker St. Nth Sydney. NSW 2060