logo
  • Home
  • About Us
    • Financial Planning Process
    • Goals Based Investing
  • Services
    • Building Wealth
    • Protecting Your Family
    • Taking Care Of Your Business
    • Planning for Retirement
    • Looking After Future Generations
    • Choosing The Right Strategy
  • Building Wealth
  • Our Team
  • Contact Us

FINANCIAL PLANNING PROCESS

THE PRIVATE WEALTH PARTNERS APPROACH

Other firms will have a standard approach to the financial planning process but we like to do things differently. We make it our business to understand you and the root of your objectives in order to build, grow and protect your wealth. It’s important to compare your choices and understand how they impact the big picture.

Once the plan is in place, the focus is then turned to keeping you on track because life is always changing and sometimes the overall strategy needs to change with it.

01

Identifying

your goals

We first need to understand your goals. You may have an age in mind that you would like to stop working or perhaps shift gears and spend more time with the grandchildren. Your goal may be to pay off the home sooner or pay for children’s schooling. Identifying these goals builds the foundation for your strategy.

Once we have identified your goals and understand your current position, we establish a base case financial model. This model paints a picture of what your financial journey may look like on its current trajectory and provides us with a foundation for our recommendations.

02

Building a

starting point

03

Exploring

your choices

We use our financial modelling to analyse and compare various strategies and their trade offs against your current position. For example, paying off your home loan versus contributing more to superannuation. Being more conservative or more aggressive with your superannuation/pension investment strategy.  We may identify a number of strategies that achieve your goals.

We then need to decide which strategy is most suited to you. Not only does the plan need to achieve your goals, you have to be able to “sleep at night” along the way. Our agreed strategy will form the foundation for achieving your goals.

04

Putting together

the strategy

05

 Choosing the

investments

At this point we start to build a portfolio of investments. These investments need to deliver the financial outcomes required in order to meet your goals. Our overarching objective is to achieve your goals with the least amount of risk possible.

Sometimes things happen that are out of your control but that doesn’t mean you can’t prepare for them. We will identify the risks and put in place a risk management plan that ensures the journey you set out on still takes place despite what happens around you.

06

Identifying

risks

07

Staying

on track

Life is not linear. Your goals, financial situation, risk appetite, family and lifestyle will constantly change. By regularly reviewing your strategy we can make the necessary adjustments to ensure you always stay on track.

Contact Us

PHONE | 02 9888 4764
Level 6, 95 Pitt Street
Sydney, NSW 2000
Facebook
LinkedIn

Privacy Policy/ FSG/ Adviser Profiles

Privay Policy     FSG     FSG

Services

  • Building Wealth
  • Taking Care Of Your Business
  • Retirement Planning
  • Protecting Your Family
  • Choosing The Right Strategy
  • Corporate Services
  • Looking After Future Generations

Site Map

  • Home
  • About Us
  • Financial Planning Process
  • Goals Based Investing
  • Our Team
  • Contact Us

Contact Us

Private Wealth Partners Group Pty Ltd trading as Private Wealth Partners ABN 70 608 839 032 Australian Financial Services Licence (AFSL) 484737 Disclaimer: This website is designed for general information purposes only and does not constitute personal financial advice. All statements made on this website are made in good faith and we believe they are accurate and reliable. PWPG does not give any warranty as to the accuracy, reliability or completeness of information that is contained in this website, except in so far as any liability under statute cannot be excluded. PWPG, their directors, employees and their representatives do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.