Aqua Wealth | What’s the Process?
Financial Planning, Mortgage Finance & Life Insurance. With over 100 years combined experience, we've got you covered.
finance, financial planning, planning, wealth creation, insurance, mortgages, banking, superannuation, SMSF, lending, LMI, mortgage, mortgage finance, loans, home loans, interest only, budgeting, cashflow management, cash flow, TTR, pension, aged care, retirement, super
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WE’VE DEVELOPED A SIMPLE AND EASY WAY TO GET YOU FROM WHERE YOU ARE TO WHERE YOU NEED TO BE…

We’ve been helping people just like you for a long time, so naturally, we think we’ve become pretty good at it. That’s why we’ve developed a simple but highly structured approach to help you map our your journey to financial freedom – an approach that has one thing in common during every stage – it’s all about YOU.

1. It's all about YOU
20%

We’ll begin by finding out what matters most to you. We want to know everything, from what you hold most important to what’s driving you to succeed. It’s important to know who you are and what drives you because that ultimately feeds back into the financial decisions you’ll make now and leading into the future – hopefully on your path to financial freedom.

2. Defining 'success'
40%

Once we know and understand you and where you’re at, it’s time to define what success looks like to you. Since ‘success’ has a different meaning to just about everybody, it’s really important that we know what your goals and objectives are that so that you have a clearly defined expectation of where you want to be.

3. Mapping out your journey
60%

Now we know what you’re all about, and what it is you’re after – it’s time to put a plan in place. We’ll work with you to map out a financial journey and provide you with a blueprint that offers you peace of mind and the confidence to reach your goals.

4. Bringing it all together
80%

We’ve got the blueprint and we’ve set our targets, it’s time to make things happen! Once we’ve agreed on your plan we’ll help you every step of the way in putting it all into play!

5. Review and keep things in line
100%

Sometimes life happens. That’s why we think it’s important to make sure that your goals and your definition of success is regularly reviewed and updated because the reality is that things change. And with that, sometimes so does your perspective. That’s why we’ll regularly review where you’re at and make sure that we can keep you on track. Whether it’s planning for the unplanned, or expecting the unexpected, it’s important to make sure that you review where things are at regularly.

GET STARTED TODAY

Are you ready to start your journey to financial freedom?

In order to get you started on your journey to financial freedom, we’ll need to know a little bit about you.

 

That’s why we’ve prepared two quick and easy to complete questionnaires which will help us understand you better, and also means you’ll get so much more out of our first meeting together as well!

 

Once you’ve completed the necessary questionnaires, one of our experienced and friendly team will contact you to get the process started!

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Speak with one of our experienced and friendly team today!