Our Approach

approach

  • DEVELOP your Financial goals
  • EDUCATE you on our strategy that will assist you to meet your goal
  • BUILD your wealth through the Financial Strategy
  • ENJOY a comfortable and stress free life

 


OUR PHILOSOPHY

  • We will assist you to DEVELOP your current and long-term financial needs and goals
  • We will EDUCATE you on what is required from a financial perspective to achieve your goals. We want you to stay informed about your financial matters, and ensure that you are always aware of available opportunities
  • As a team, we will assist you to BUILD a dynamic plan to reach your goals. This plan may be adjusted in accordance with changes in your financial circumstances
  • We want you to ENJOY the benefits of your hard work. By simplifying the process, we hope to make your journey with us as smooth as possible

SEVEN STEPS TO QUALITY FINANCIAL PLANNING ADVICE

Step 1: Meet with you for an initial consultation

Step 2: Collect all the information needed from you

Step 3: Help you identify your goals and current financial position

Step 4: Consider strategies and issues such as taxation, social security and estate planning, then develop and present you with written recommendations

Step 5: Discuss these recommendations with you

Step 6: Implement the agreed recommendations

Step 7: Help you review your objectives, financial situation and needs

ASCK Pty Ltd atf the AMEGAFS Unit trust ABN 56428123816 trading as AMEGA Financial Solutions is a Corporate Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327. Australian Financial Services Licence 232706 and Australian Credit Licence 232706. General advice warning: This website contains general information only. It does not take into account your objectives, financial situation or needs. Please consider the appropriateness of the information in light of your personal circumstances.

Financial Services and Credit Guide