Our Client Journey
We guide you from your first call to your implementation with a clear process and ongoing support.
At Focused Advisers, we understand that achieving your financial goals is a journey, not a one-time event. Our team is committed to guiding you through each step of the financial planning process with professionalism, transparency, and genuine care. From the very first discovery meeting to the ongoing monitoring of your plan, we build a partnership with you based on trust and a deep understanding of your unique aspirations and circumstances.
First Call
Our free 15-minute first call clarifies your needs, explains our approach, outlines indicative fees, and helps you decide next steps - whether to book a Discovery meeting or pause for now.
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Discovery Meeting
Our 1-hour discovery meeting explores your goals and circumstances, provides practical education to weigh your options, and includes a clear, scope-based quote for the advice work.
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Advice Process
Our advice process runs across several meetings - typically three to four - to gather detail, present tailored recommendations, and manage implementation, supported by focused research, strategy and coordination between sessions.
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Flexible Advice Options
Choose one-off advice to set your course today, or an ongoing service with scheduled reviews, proactive check-ins and timely adjustments as life, markets and rules change, with pricing aligned to scope, complexity and value.
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The First Appointment: Discovery Meeting
Your journey begins with an in-depth Discovery Meeting. This first appointment is all about getting to know you. We take the time to understand your values, dreams, current lifestyle, and any financial challenges you may be facing. It's an open, judgment-free conversation where you can share what matters most to you.
During this meeting, we will:
- Listen and Understand
We encourage you to talk about what's essential in your life, your family, your future, and any challenges you're navigating. - Explore Your Goals
Whether you're planning for retirement, buying a home, or building wealth, we'll discuss your short - and long-term financial goals. - Explain Our Role
We'll walk you through how we work, the services we provide, and what you can expect in working with us. - Provide a No-Obligation Environment
This meeting is available to clients who are ready to explore strategic financial advice. It's a valuable opportunity for both of us to ensure alignment and confirm that we're the right fit to work together. By the end of the Discovery Meeting, you will have clarity about how we can help, and we will understand what you hope to achieve. We aim to build a foundation of partnership and trust right from the beginning.
Advice Process: Deep Dive and Strategy Development
The next step is a comprehensive strategy session. In this meeting, we conduct a detailed fact-finding review of your current financial position, examining your income, expenses, assets, liabilities, insurance, investments, superannuation, and other relevant details. This provides us with a comprehensive view of your financial landscape.
We will also:
- Identify opportunities for improvement
- Discuss your preferred level of risk and return
- Educate you on financial concepts and strategies tailored to your situation
- Begin shaping a strategy aligned with your goals
Some of the areas we may explore include:
- Cash Flow and Budgeting
Setting up a sustainable cash flow to free up funds for savings and investment. - Investment Planning
Structuring an investment portfolio that aligns with your goals and risk profile. - Superannuation
Reviewing contributions, consolidations, and tax-effective strategies.
- Insurance and Estate Planning
Ensuring you and your family are protected. - Tax Strategies
Minimising tax where possible through legal, strategic advice.
Throughout this session, we prioritise customisation, education, and transparency. You'll be empowered to make informed decisions about your future.
Following this meeting, our team will prepare your detailed financial plan and present it to you for approval before any implementation takes place.
Ongoing Progress Tracking and Support
Once your plan is in place, our work is far from over. Life is dynamic, and your financial plan should evolve with it. That's why we offer ongoing support and progress tracking to help you stay on course as your life and the world around you change.
We support you with:
- Regular Reviews
We schedule consistent reviews to assess progress, make adjustments, and keep you moving forward. - Life-Stage Planning
From new careers to growing families or transitioning into retirement, we adjust your strategy to match. - Legislative Monitoring
We keep you informed about changes in super, tax, and financial laws that may affect your plan.
- Investment Monitoring
Your portfolio is reviewed to ensure it remains aligned with your goals and market conditions. - Open Communication
You can contact us at any time. We're here to answer questions, resolve concerns, and help you seize opportunities.
Your financial plan is never "set and forget." We remain by your side, responsive, proactive, and committed to your long-term success.
Why This Matters
We believe that strong financial advice is built on solid relationships. When we truly understand you - your vision, your values, your fears, and your dreams - we can provide guidance that's not just strategic, but personal and powerful.
Whether you're just starting out, actively building wealth, preparing for retirement, or enjoying life post-career, Focused Advisers is here to walk with you every step of the way.
Ready to Begin?
Let's have a conversation about your goals and how we can help you achieve them.
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