Our Process
At Bamboo Wealth, our approach to financial advice is to consider all aspects of your personal life. We Take an Holistic View to ensure all areas of your future are met. We will listen carefully to your needs and consider areas of advice that include your family holiday planning, reducing financial stress, building your wealth, preparing children’s education, passing your assets to next generation and government assistance.
Getting to Know You
Join us for an enlightening initial meeting where we dive deep into your financial world. We'll listen to your goals, concerns, and dreams, tailoring our accredited services and products to suit your unique needs.
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This complimentary session can be conducted in person, over the phone, or via Zoom, making it convenient for you. Together, we'll explore investment risk, money attitude, past experiences, and more, ensuring you gain clarity and make informed decisions.
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Get ready to embark on a journey towards financial empowerment with essential documents provided for your reference. Let's chart your path to success
What you need for the future
Discover your dreams for the future! Through a questionnaire, we'll define your short, medium, and long-term goals, considering your cash flow and investment mindset. Your concerns, fears, and expectations are vital to us. From protecting family income to retirement planning and tax strategies, we've got you covered. Let's shape your financial future together!
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We also like to understand your goals in terms of your life stages which may include the following areas.
1- Cashflow needs
2- Superannuation and retirement planning
3- Tax minimisation and planning
4- Accessing government benefits
5- Structuring your investing
6- Implementing asset and personal insurances
Developing Appropriate and relevant solutions
Ready to take control of your financial future? At Bamboo Wealth, we dive deep into your objectives and financial situation during our first meeting.
Our expert advisors then create personalized strategies tailored to your age, family situation, and long-term goals. From Personal Insurances to Retirement Planning and everything in between, we've got you covered.
In just 2-3 weeks, we'll present our detailed strategies and set you on the path to financial success. Let's build your dream together!
Plan into practice
Time to put the plan into action! Once you've given the green light to our strategies and products, we'll guide you through the necessary documentation and implementation process.
We'll take care of the details, ensuring your goals are set in motion. And don't worry, we're here to address any questions and make adjustments as needed. Let's make your financial dreams a reality!
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The implementation process may require the following actions:
• Signing the authority form to proceed
• Completing application forms
• Reading the product disclosure statements
• Being referred to other professionals such as solicitors
• Contacting your employer for Salary sacrifice arrangement
Keeping on track
Our Bamboo Wealth team provides ongoing services to ensure your stated goals are met. Life brings challenges, prompting the need to review or readjust your Financial Plan. We recommend an annual review to align short and long-term objectives. Economic, personal, product, and regulatory changes can impact your financial future, making this step critical.
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During our meeting, we discuss and present essential documents like a Review Statement of Advice, Portfolio Review of investments, Insurance summary, Fee Disclosure Document (FDS), Ongoing Service Agreement, and the latest Newsletter. With regular reviews, we adapt your plan to secure your financial well-being.