Schedule a 15-minute 1-on-1 Ultimate Financial Independence Strategy Call

This quick, complimentary, 15-minute phone call is designed to identify your goals (both financially and lifestyle), talk about your current financial frustrations, and pain points, and begin to design a plan with options to get you back on track

Book Ultimate Financial Independence Strategy Call

Step 1 - Establish and define the client-adviser relationship.

• Introductory meeting

• (Meet and Greet) free of charge, 30-minutes, online

  • initial introduction

  • discuss current situation and goals

  • determine if we can be of assistance

  • explain who Think Capital is,

  • how we operate

  • and the benefits to you

  • explain and agree on the scope of advice or service, and fees

  • you give us authority to prepare a statement of advice

Book Ultimate Financial Independence Introduction Meeting

Step 2 - Information gathering

• Discovery session

• (Strategy Planning) 60-90 minutes, online

• A professional fee is charged for this appointment

  • consider priorities, goals, and objectives

  • gather detailed financial information

  • discuss your investment risk tolerance

  • identify needs and shortfalls

  • discuss and agree on potential strategy options

    Make an appointment

Book Ultimate Financial Independence Strategy Planning Session

Step 3 - Analyse and evaluate your financial status.

• Strategy preparation

  (Written report of advice)

• A personalized, fixed-professional-fee is charged for the advice report - rather than a per-hour billing arrangement, you know exactly what to expect - no surprise bills or hidden costs

• We identify ways to

  • improve or streamline your current situation

  • make life easier and save you money

  • identify ‘appropriate’ wealth creation strategies

  • protect your financial risk

  • consolidate your debts [identifying good and bad debt]

  • Strategies to structure tax effectively, and maximise government entitlements

  • investigate and determine ideal investment vehicle and investment managers

  • research products which best suit your needs

  • provide written, clear, and understandable financial scenarios and educate you in detail

  • formulate a plan that will meet all of your stated financial goals and objectives

Book Ultimate Financial Independence Strategy Preparation Session

Step 4 - Present financial planning recommendations and/or alternatives.

• Strategy presentation

• + complimentary, 30-minute, online session if required

  • reconfirm your goals, objectives, and investment risk tolerance

  • provide an overview of the advice for ease and future reference

  • explain the advice in ‘plain english’ and educate you, with a focus on how the advice will help you achieve your financial goals

  • disclose all fees as per ASIC Guidelines

Book Ultimate Financial Independence Strategy Presentation Session

Step 5 - Implement the financial planning recommendations.

• Strategy implementation

• A personalized, fixed-professional-fee is charged for implementation of your strategies - rather than a per-hour billing arrangement, you know exactly what to expect - no surprise bills or hidden costs

  • make any adjustments and ensure that you are happy with the advice

  • complete and sign the authority to proceed

  • complete and sign any investment or insurance paperwork

  • review and lodge all paperwork

  • act as your concierge in dealing with any product providers to implement your strategies

  • follow up any outstanding requirements to completion

Ultimate Financial Independence Strategy Implementation Session

Step 6 - Monitor the financial planning recommendations.

• Ongoing maintenance and Review

• Annual Review meeting (60-minutes, online)

• A professional fee is charged for this appointment

  • provide confirmation of all implemented strategies,

  • insurance policies,

  • investments,

  • and superannuation accounts

  • Think Capital available to answer administrative and technical queries

  • update any changes to circumstances or objectives

  • review existing strategies, insurances, investments, and super accounts

  • discuss how your plan is working and uncover any additional opportunities or amendments required

• A personalized, fixed-professional-fee is charged for ongoing maintenance and a review of your portfolio - rather than a per-hour billing arrangement, you know exactly what to expect - no surprise bills or hidden costs

Book Ultimate Financial Independence Annual Review Meeting

Think Capital clients are given exclusive access to our calendar to book a 15-minute phone call or online catch-up, as and when required, between annual review appointments

Book ongoing service call