Our Process

Simple 6 step process
to get you started on your financial journey.

Our six step approach is a simple formula that works. It helps us get to know you, and work out what is right for you and your circumstance.

STEP 1

Getting to know you and your plans for the future

Our first meeting is obligation free and designed to understand your goals and objectives.

 

STEP 2

Exploring your current financial position

We start collating all the necessary information to assess your current financial and future goals, and build a future financial picture.

 

STEP 3

Preparing an individual financial plan

From our initial discussions and the financial information we have received we develop a tailored strategy designed specifically to meet your goals and objectives.

STEP 4

Recommendation for a secure financial future

At this stage we present our proposed strategy. We have planned the way forward to reach your goals and explain our recommendations in plain english.

 

STEP 5

Implementing a financial strategy

From our agreed recommendations we assist you to implement the plan and walk you through step-by-step the processes.

 

STEP 6

Regular reviews to ensure goals are being reached

Once all recommendations have been implemented we perform regular reviews of your financial position and continue
to ensure you stay on track to achieve your goals.

OUR VALUES

Our commitment is always to you.

At North West Wealth Management, we operate with integrity and a commitment to provide you with personalised and confidential advice and services. We are a loyal partner who values long-term trusted relationships with our clients. Our reliable, responsive and motivated team is focused on getting you the best results, and our work is underpinned by our core values, making North West Wealth Management your partner for the long term.

OUR PHILOSOPHY

Our philosophy to investment planning.

We implement our planning for life investment philosophy through a series of centrally researched and maintained portfolios. Each has a strategic asset allocation designed to give access to a diversified investment solution with good risk control and a balanced mix of assets, managers, and securities.
Our internal Investment Committee creates and reviews all portfolios to ensure that we leverage the broad experience and knowledge across the company. Performance is monitored regularly with other investment opportunities considered relevant to each client, making North West Wealth Management the ideal investment partner.

OUR SERVICES

Our wealth management services.

Our approach to wealth management is a holistic one. Our specialist advisors will discuss and identify your goals and objectives, both now and into the future. We then formulate strategies that will ensure your goals and objectives are clarified and achieved via a consistent and measured approach.

Superannuation
Investments
Personal Insurance
Aged Care
Retirement Planning

TESTIMONIAL

Customer Testimonial

James is highly professional, trustworthy, diligent and caring. He has proven he is able to communicate and work with the often complex, multi-generational family farm structure. We have no hesitation and are in fact proud to recommend James and his team at North West Wealth Management to any of our piers in agricultural business.

John & Martine Trail “Wattle Creek”

Customer Testimonial

We appointed Lee-Anne as our Financial Adviser in 2012 and she proceeded to set out a retirement strategy for us. As time progressed we developed a good business relationship as Lee-Anne had a good understanding of our retirement needs and we had faith in her advice and knowledge. We have regular discussions throughout the year and receive a phone call just to see how we are travelling.

Ten years have passed and we are very pleased with our decision in appointing Lee-Anne as our Financial Adviser. Her skills and knowledge have given us a happy retirement life and we recommend her to anyone who is in the same lifestyle position as us.

Laurie and Gwen Hoad.

Get in touch and start your journey building and protecting your wealth.

Simply fill in the form to get in touch with our team and discuss your individual wealth goals. Alternatively reach out to us by calling (02) 6762 4244.

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