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1. Initial Consultation

Getting to know each other, understanding your hopes, dreams and aspirations.

2. Needs/Wants Analysis

We carefully assess your current Financial and Estate position, what you want and what needs to be done to achieve your aims.

3. Extensive Market Research

We put all the solutions available under the microscope to determine which will work best for your situation.

4. Designing For A Secure Future

We design and plan your financial future while building in flexibility to move with market changes in your business and your environment.

5. Presenting

Presenting is just that. Presenting you with our report and findings. Giving you the facts and the alternatives and our recommendations.

6. Client Agreement

Some breathing space for you to carefully read and digest everything in our financial design plan and decide which way you want to go.

7. Implementation

We put your plan into action ensuring all your needs are met to provide the financial freedom you’re looking for.

8. Management and Service Programme

You’re always guaranteed of our continuing support and interest. In fact, we’ll come back to you on a regular basis to let you know how your plan is doing and recommend any changes necessary.

A Logical Process

We’ll help you organise and review your existing arrangements and will prepare clear financial statements to show your current and future cash flow. You need to know where you are now before deciding what needs to be done to achieve your objectives.

We’ll help you define and cost your desired lifestyle and will create a computer model of your arrangements so that alternative courses of action can be explored and a plan developed which will enable your objectives to be achieved.

Personal and business planning may need to be coordinated. Often, the principal challenge is how to increase cash flow.

How much time will we need to look after you?

As an individual you may need as little as one meeting each year whereas a corporate client may need a meeting once a month or once a quarter.

Most people spend more time each year planning their annual holidays than they spend throughout their lifetime planning their financial future!

At Australian Investment Professionals, we look at the complete financial picture. All your financial needs are in one place, enabling you to create, protect and transfer your wealth in a way that is time efficient and cost effective.

We systemically manage your financial affairs, so when you join Australian Investment Professionals, you have circle of dedicated professional advisers at your disposal.

In accordance with legislation, we crystallise all your lifestyle requirements and financial strategies into a complying, unified strategic plan, as a blueprint and ‘roadmap’ for the fulfilment of financial and personal dreams.

Optimise your financial position, 

Register here for an obligation free consultation