Financial Planning Process

Step 4 Advice Presentation

Presenting the Statement of Advice

Normally you will meet with your Banksia Advisor who will present the SoA.

This provides an opportunity for the SoA to be fully explained and for you to ask any questions or make changes. If you are satisfied with the recommended strategies, we will ask you to sign an ‘Authority to Proceed’ for implementation of the recommendations outlined in the SoA.

If any changes are agreed, for whatever reason, you can amend these at the time or you can arrange another meeting after your Advisor has considered alternative strategies.

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