Consider us your Financial Stylist;
Designing your Financial Future!
We have jazzed up the traditional 'Financial Planning' process and now providing our financial advice as your Financial Stylist.
Financial Planning is a process to help you reach your goals.
It is not just about products or investments, nor is it only for people with lots of money to invest. ..
We will work with you to determine your values - what's really most important to you, and then work with you to meet your goals and dreams.
We go through the following process which ensures we are giving the most valuable and appropriate recommendations.
1. Initial Meeting
Our first meeting is a where we find out what is most important to you. What are your goals, dreams, values, priorities and aspirations in life? What concerns do you have? What are you hoping we can help you with?
At the completion of this meeting we will determine together if our relationship will be a good 'fit' and want to move onto the next steps in the process.
This meeting runs for 90 minutes and the cost is $220 (incl GST). This is to be paid on the day of the appointment.
2. Further discovery about you
This is where we get further clarification about where are you now. This allows us to provide the most appropriate advice going forward.
3. Research and strategy planning
Now we know where you are now, and where you want to get to, we take some time to look at all the options that can be considered to help you get there.
We will stay in touch with you during this period if required to make sure we are on the right track.
4. Presentation of your road map
This meeting we will present our strategy to you and explain in detail the recommendations we have made to meet your stated goals. You will have the opportunity to ask any questions, and we can adjust any recommendations if necessary.
4. We assist you to implement any recommendations we have made.
Once you are happy to proceed, we will then implement any recommendations made, including assisting with any application forms and coordinating with any third parties that may be required (ie. Solicitors or Accountant).
You are now a part of the Vivid Family. Congratulations, you have made the first step towards achieving the life you dream of.
5. Check-up and ongoing review to ensure everything is going to plan
As awesome as our initial recommendations are, things are constantly changing and your situation will need to be regularly reviewed.
We stay in touch with you to make sure you are still on track to achieving your goals.
The frequency of the reviews will be determined by your individual situation.
*Roha Pty Ltd, As Trustee for The Tyrell Family Trust, Trading As: Vivid Accountants & Advisers, ABN 25 146 761 364 is an Authorised Representative of Count Financial Limited. Bronwyn Tyrell is also an Authorised Representative of Count; Authorised Representative Number: 288117.
‘Count’ and Count Wealth Accountants® are trading names of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited. Count advisers are authorised representatives of Count. www.count.com.au
Our Financial Services Guide (FSG) is available here: