Deciding to speak to an adviser about achieving your financial goals is a step in the right direction. Choosing which adviser to help you is an equally important decision and it is essential the adviser you select is trustworthy, professional and knowledgeable.
SHARE advisers care about their clients. Every adviser is a specialist in their field and ensure no stone is left unturned when working through your goals and plans. They do this by following a six-step process – The SHARE Process – with every client.
Step 6
Commitment to service
Your SHARE adviser is committed to providing you with regular communication and meetings to discuss your progress and ensure their recommendations remain relevant and accurate. Your adviser partners with you on the journey to help secure financial health and wellbeing.
Step 5
Implementing your choices
Once you have agreed on the recommendations, your SHARE adviser will guide you through the process of implementation and will help coordinate this process with other professionals including your lawyer, accountant, personal banker, and so on.
Step 4
Presentation of recommendations
Your SHARE adviser will present recommendations tailored to your goals and timeframes. You will work through these recommendations with your adviser who will answer any questions you have and ensure you understand all aspects of their report. If you wish to make amendments to the recommendation, your adviser will work through these with you and will listen to and address any concerns you have.
Step 3
Analysis of your situation
Using the information provided, your SHARE adviser will analyse your situation and look for the options most likely to facilitate achievement of your goals. Depending on your objectives and the outcome of step one, your adviser will look at only those areas of your finances for which you have requested advice.
Step 2
Information gathering
To provide accurate and relevant advice, your SHARE adviser will ask for information about your circumstances and may also request necessary documents during this step. Your adviser will use this information to help you establish your goals and timeframes for achieving these.
Step 1
Establish and define the scope of the relationship
Your SHARE adviser will explain and document the services they will provide to you throughout the period they have been engaged to give advice. Your adviser will provide you with a copy of their disclosure document and explain how they are paid and by whom.
