#1
You decide to take action – your initial enquiry
Taking the first step is often the hardest—but it’s also the most important. Whether you’re unsure where to start or have a clear goal in mind, reaching out to us opens the door to expert guidance tailored just for you. Tell us about your situation, your challenges, or your dreams—no detail is too big or small. From here, we start building your financial future together.
#2
Our First Conversation
Once we receive your enquiry, one of our friendly financial advisers will give you a call to introduce themselves and learn more about you. This is a relaxed chat to get a snapshot of your finances—like income, super, assets—and most importantly, your goals. If we feel we can help, we’ll arrange a face-to-face meeting to dive deeper and start crafting your personalised strategy.
#3
Wealth Potential Meeting – understand you
This is where your journey truly begins. We listen carefully to your story, understanding the bigger picture beyond just numbers. We’ll explore your priorities, challenges, and dreams to identify opportunities and strategies that fit your life. It’s a chance to ask questions, get clarity, and start feeling confident about your financial future.
#4
Developing your plan
Behind the scenes, our experts get to work designing a financial plan uniquely tailored to your needs. We analyse every detail, balancing risk and growth, and leveraging investment options and tax strategies to maximise your potential. This thoughtful process usually takes a few weeks—because we want to get it right for you.
#5
Advice PResentation
Now it’s time to bring your plan to life. We’ll meet in person to walk you through every element in simple, clear language—no jargon, just what you need to know. This is your opportunity to give feedback, ask questions, and ensure the plan feels right for you. We’re flexible and committed to making it work for your unique goals.
#6
Implementing Your Plan
When you’re ready to move forward, we handle the paperwork and setup to get your plan underway smoothly and compliantly. This stage can take a few weeks to fully activate, but once complete, your financial roadmap is set in motion—working toward your goals with professional oversight every step of the way.
#7
Ongoing Coaching & Support
Life changes—and so should your financial plan. We provide ongoing reviews and coaching to keep you on track, adapting your plan as your circumstances evolve. Whether it’s a new job, family milestone, or market change, we’re just a call away to offer advice, make adjustments, and ensure your financial future stays secure and bright.
Ready to take action?
Taking the first step is often the hardest—but it’s also the most important. Book a free consultation and one of our team members will be in touch to help start your journey with Sycon Wealth.