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Our Process

Our financial planners are Certified Financial Planners (CFPs) . Certified Financial Planners (CFPs) follow seven financial planning steps to create recommendations for their clients. These steps are considered to be the practice standards for CFPs.  We also believe this process adds great value to our clients 

  1. Understanding the client's personal and financial circumstances.

  2. Identifying and selecting goals.

  3. Analyzing the client's current course of action and potential alternative course(s) of action.

  4. Developing the financial planning recommendation(s).

  5. Presenting the financial planning recommendation(s).

  6. Implementing the financial planning recommendation(s).

  7. Monitoring progress and updating.

Calendar

It starts from here.

Book your first 15 minutes initial discussion with us to know about our service. This initial meeting is obligation and cost free.

You will soon receive an email to confirm your appointment. A link for your online meeting will also be included in your email.

If you prefer to meet face to face in our office, please let us know. You are more than welcomed to come. 

Let's talk.

Financial health check.

It’s an opportunity for us to learn about your attitudes, preferences, needs, challenges and discuss your key goals and objectives, as well as a realistic pathway and time-frame for reaching them.A financial health check only costs $350, but gives you a lot of value.

We wil check your current financial situation from 6 perspectives: income, debt, investment, super and retirement, risk, and estate. We will explain the opportinities and risk we identify to help you improve your current situation. We will provide a report to summerize our discussion.

If you need further advice and tailored solution, we will explain to you what service we will provide and how much it costs. Most importantly ,we will email you a service agreement for review and signature.

Meeting with Clients
Shaking Hands

Let us do the heavy lifting.

Tailored advice for you.

Most Once we get a sense of priorities and distinct aspirations, we will customise a financial plan to meet your lifestyle goals and objectives within a realistic time-frame.

Once we have devised your customised financial plan, we will cement this in writing so that you know exactly what we have recommended, how your money will be invested, all costs, and the ongoing service and care you can expect from us.

We will arrange a meeting to take you through our recommendations in a relaxed, low-pressure environment. Our aim is to explain what can be complex concepts and industry jargon in plain English so that you can fully understand how we manage your strategies and your money.

If you are happy with our recommendations and are ready to implement them, our team of experts will complete the rest of the process for you.

Let's stay on track.

It does not stop here. 

Life is constantly changing, and so are the laws and regulations that may affect your financial situation. Once our recommendations have been implemented, we will to monitor your finances so that they stay on track, and will continue to help you work towards your financial goals.

Typically, we will need to meet with you at least once a year, or at an interval convenient to you.

Online Communication

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Phone:+61 3 9087 3937

711 High Street, Kew East VIC 3102

©2020 by 7 Financial Planning.

TJ Wealth Management Pty Ltd T/A 7 Financial Planning 1261911 is an authorised representative of Wealth Today Pty Ltd AFSL 340289.

The information contained in this website and any of the resources available through it including eBooks, fact sheets and seminars (‘Content’) has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into account in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances. Under no circumstances will any of  TJ Wealth Management Pty Ltd, Wealth Today Pty Ltd, its officers, representatives, associates or agents be liable for any loss or damage, whether direct, incidental or consequential, caused by reliance on or use of the Content. This content is restricted to Australian residents and is for the intended recipient only. From time to time TJ Wealth Management Ltd representatives or associates may hold interest in or transact in companies or products mentioned herein, and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products.”​

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