Advice Process

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The 6-Step Quality Advice Process

Underpinning the quality of our advice is our experienced financial planning team. It comprises highly skilled planners as well as client service professionals, collaborating to deliver expert, personalised financial advice. Through each stage of the financial planning process we’ll guide and continually question to ensure we fully understand your personal situation and lifestyle goals; partnering with you to develop a plan appropriate to you.

Recommended by the Financial Planning Association (FPA), and adopted by all AMP Financial Planners, we follow a simple 6 step financial planning process to deliver clear and simple solutions to your financial situation. The process is outlined as follows:

  1. Define the scope of the engagement
  2. Identify your goals
  3. Assessing your financial situation
  4. Preparing your Financial Plan and discussing the recommendations with you
  5. Implementing the agreed recommendations
  6. Review your goals and financial needs as agreed

Our Ongoing Service & Support

To ensure you stay on track to achieve your financial goals and that your financial strategy is still viable and appropriate, we offer a dedicated Ongoing Service Program. This provides you with the level of support, guidance and education that you need to ensure you follow your financial plan and stay on track to achieve your personal financial goals. We want to make sure that one of ‘life’s important moments’ hasn’t veered you from your path.

Talk to us about our Ongoing Service Program and what it means for you.