How does our financial advice work?
Our 5-step financial advice process helps you move from uncertainty to confidence with clear guidance.
1. Discovery.
We'll explore your goals, needs, and reasons for seeking financial advice to see if our services are the right fit for you.
- You'll receive confirmation and a reminder email
- Prepare your questions and concerns beforehand
- Join us for a 30-minute, no-obligation discussion
2. Fact Finding.
If we both agree to proceed, we'll book a Fact Finding & Discussion Meeting. Please complete our About You Questionnaire and review our Financial Services Guide beforehand.
After the meeting, we'll send you the Terms of Engagement, costing schedule, and holding deposit invoice to begin your Strategy Paper.
3. Review.
We'll review your situation, explore suitable advice strategies and refine your goals before moving to full advice.
If no suitable strategy exists, we'll let you know honestly and may agree to stop the advice process.
4. Plan.
We'll prepare a Statement of Advice (SOA), a formal document that outlines our recommendations clearly.
Once ready, we'll book a Plan Presentation Meeting to review the advice, answer your questions, and help you decide whether to proceed.
Please be aware that all plan fees become payable even if you do not proceed. We appreciate your understanding of this policy.
5. Implement.
You may choose to implement the recommendations yourself, or we can coordinate the changes with the relevant providers.
Once everything is in place, we'll confirm the updates and make sure you're comfortable with the changes. If needed, we may also book an Implementation and Confirmation meeting.
Where you do not establish a Fixed Term or Ongoing Service Arrangement: we may also contact you 6-12 months after your plan has been finalised. This check-in is designed to assess the effectiveness of the recommendations and ensure that they remain appropriate for your circumstances.
Ongoing Services.
For more complex needs, our support can continue through a Fixed Term or Ongoing Service Arrangement.
Fixed Term Arrangements provide support for up to 12 months, while Ongoing Service Arrangements offer long-term advice, regular reviews, and continued financial guidance.
Please be aware that all plan fees become payable even if you do not proceed. We appreciate your understanding of this policy.
Ready for your annual review?
This review serves as a comprehensive assessment of your situation, ensuring that the strategies and recommendations in place continue to align with your goals.
It also provides an opportunity to make any necessary adjustments based on changes in your circumstances.
We're Sydney financial advisors helping you invest in property,
grow your wealth and plan for financial independence.
Licensed by Count Financial Limited
( AFSL 227232 )
Camden Wealth Advisers ABN 61 654 002 070 is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.
The information on this webpage is not financial product advice and is provided for info only.