26/03/2026
At AFM Wealth Strategy we believe great advice starts with clarity, transparency, and the right fit.
1️⃣ Initial Appointment
A no cost and obligation free meeting to understand your needs, and to decide if we are the right people to help you achieve your goals.
2️⃣ Formal Advice (2 Steps)
2A) Discovery: We build tailored financial models based on detailed research to show your current position and how different strategies could shape your future.
2B) Statement of Advice (SoA): A personalised advice document outlining recommended strategies and products, detailing the benefits, risks, disadvantages, and associated costs.
3️⃣ Implementation & Annual Advice Service
Implementation: Once your SoA is presented, you can choose to implement the advice yourself or engage us to manage it for you.
Advice Maintenance: Just like a car, a strong financial plan needs regular servicing. We offer an optional annual management service, paid monthly, to keep your strategy on track as life changes.
Are you ready to realise your full financial potential? Call us to arrange an appointment today! 📞
AFM Wealth Strategy is a corporate authorised representative of Independent Financial Advisers of Australia (AFSL 464629).
