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