1. Introductory Meeting
(Up to 45 minutes)

Provide an overview of the advice sought and determine if the advisor/client relationship is the right fit.

2. Information Gathering Meeting
(Up to 90 minutes)

Collection of all relevant information required for us to undertake research and analysis and to provide recommendations

3. Research & Analysis
(Approx. 2 – 3 weeks)

Complete behind the scenes to determine the most appropriate strategy options available for the client’s current situation and help achieve client goals and objectives

4. Strategy Discussion Meeting (if required)
(Approx. 30 minutes)

Review the outcomes of our research and analysis. Discuss different strategy option – opportunities

5. Statement of Advice Presentation Meeting
(Up to 60 minutes)

Present and discuss a Statement of Advice outlining product recommendations, benefits and risks

6. Implementation
(depending on the complexity of the strategy)

Execution of the agreed strategy by Pareto Wealth on behalf of the client

7. Implementation Check-in Meeting
(Up to 45 minutes – if required)

Check-in meeting to ensure the client understands and is satisfied with the changes executed on his/her behalf

8. Regular Review and Ongoing Advice
(Approx. 30 minutes – Quarterly/Half-yearly/Annually)

Regular meetings to keep abreast of changes to the client’s circumstances, Legislation changes concerning investments held