Phone : (+61) 02 9231 3080 E-Mail : adas@cufinancial.com.au

Advice Process.

Advice Process

Our Service Offering

  • CU Financial Planning provides strategic financial planning solutions that are tailored to meet your specific requirements.
  • We focus on building long term working relationships and understand that the key to sound financial planning starts with listening to you and understanding your current situation.
  • Our role is to identify all of the factors you can control and those that you cannot, and by asking the right questions we can help you set your individual goals and meet your planning objectives.
  • We take the time to ensure that we understand your needs and objectives and we build robust strategies in line with your needs and empower you to make the right planning decision for you.
    • CU Financial Planning provides strategic financial planning solutions that are tailored to meet your specific requirements.
    • We focus on building long term working relationships and understand that the key to sound financial planning starts with listening to you and understanding your current situation.
    • Our role is to identify all of the factors you can control and those that you cannot, and by asking the right questions we can help you set your individual goals and meet your planning objectives.
    • We take the time to ensure that we understand your needs and objectives and we build robust strategies in line with your needs and empower you to make the right planning decision for you.
    • Our personal strategy plans are individually tailored and comprehensive and are delivered with the objective of bringing you peace of mind, clarity, choice, and control. In this way you are well placed to make sound financial planning decisions about your future.

Six Steps Financial planning Process


Step 1

Preliminary meeting and evaluation

A complimentary meeting to establish a working relationship based on mutual trust and confidence. An exercise to determine whether the services w provide are aligned with your requirements.


Step 2

Information gathering: Completion of Fact Find

Collate detailed information about your present financial position. Identify your goals and objectives so that they are both realistic and clearly defined.


Step 3

Develop a Strategic plan of Action

Translate your goals and objectives into a series of action steps in a manner which are clear, concise, affordable and efficient. Develop modeling and projections usingconservative and realistic assumptions.


Step 4

Plan presentation

Present a comprehensive document (Statement of Advice) that elaborates on our recommended strategies step by step.


Step 5

Plan implementation

Commit to course of action. Put into place agreed strategies to your complete satisfaction.


Step 6

Ongoing Reviews

Reviewing your current situation and portfolio on at least annual basis is fundamental to the success of plan and requiresyour ongoing engagement.

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