Our Advice Process

Across all of our services, we are focused on delivering a unique and rewarding client experience through a personalised approach.

 

Evaluation

 

A relationship with your adviser should last many years. At Hell Yes! Financial Advice, we take the time to understand you, explain how we operate, and what you should expect from our services.

  • You decide whether you feel comfortable with us.

  • We determine how we can add value to your individual set of circumstances.

  • Together we discover what challenges and opportunities lay ahead.

 

Discovery

 

We spend a great deal of time gathering the necessary information to build a clearer picture of you. 

We strive to understand you, your current circumstances, and your goals – such as family, financials, aspirations, and dreams.

 

Strategy

 

We present you with an outline of our strategic advice. We aim to prepare you with a foundation for the future. Our objective is to leave you with choices and provide you with clarity to make good decisions around achieving your current and future goals.

  • We present you with our strategic advice.

  • In formulating our advice we work together with other professionals, such as your accountant, mortgage broker and solicitor.

  • We provide full transparency throughout this process, ensuring you can achieve your current and future financial and lifestyle goals.

  • Our recommendations will always be in writing and will clearly set out what we will commit to achieving.

 

Implementation

 

Following the acceptance of our advice, we arrange for the recommendations to be implemented.

  • Our office support structure has been designed to make this process as streamlined as possible.

  • We liaise with other financial institutions and handle relevant paperwork.

  • This often involves coordinating with necessary professionals such as your accountant, solicitor, or mortgage broker/bank manager.

 

Review

 

We ensure that your plan becomes a living and breathing document. We ensure that your strategy remains relevant to you – adapting to the changes that life brings long into the future.

  • We ensure that your goals are up to date and relevant. 

  • We ensure that your investment portfolio continues to meet your long-term structural goals.

  • We keep you up to date with changes in governing rules and regulations.

  • We assess and agree upon an appropriate level of risk, allocation, and strategy with you for the market as it develops.