Why Choose Banksia?

At Banksia Partners we recognise your circumstances are unique and it is not possible to have a ‘one size fits all’ approach. Continue reading

Financial Planning Process

Over a number of years we have developed our Strategic Financial Planning Process that follows a structured pathway to identify the major financial issues and challenges you are facing – no matter what stage of life you are at or what ‘financial passage’ you are beginning.

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  1. Your First Meeting with a Banksia Partners Financial Advisor
  2. Strategic Analysis and Preparation of a Suggested Financial Strategy
  3. Preparation of Your ‘Statement of Advice’
  4. Presenting the Statement of Advice
  5. Implementing Agreed Strategies
  6. Reviewing your Financial Strategies and Investments