How We Help You

How Elders Financial Planning can help you

Your goals are important to us, so we focus on providing relevant, timely and personalised advice, together with a wide range of services to make the most of your finances and your lifestyle. We use a structured and professional process to develop a detailed plan, consisting of the following steps:

Step 1: Understanding your needs
This involves gathering information from you to better understand your short, medium and long term financial and lifestyle goals. We also identify any issues that might impact on their achievement.

Step 2: Preparation of advice
Your adviser will analyse a range of possible actions, then develop tailored strategies to help you meet your objectives. We ensure that when making our recommendations you are comfortable with and understand the plan being presented.

Step 3: Implement your strategies
Once you have agreed with the recommended plan, your adviser ensures the plan is implemented, attending to all the necessary documentation.

Step 4: Review and ongoing service
Your adviser will communicate with you on a regular basis, keeping you updated on your progress towards your objectives. Your adviser can adjust your plan to reflect any changes in your needs or circumstances.

How do I get started?
Contact your local Elders Financial Planning Adviser to arrange your initial appointment. At your first consultation your adviser will explain the process involved in developing and implementing an effective and relevant financial plan. They will also outline any costs or fees that may be incurred.