Financial Planning Process

Step 5 Implementation

Implementing Agreed Strategies

Your Banksia Advisor will assist in the completion and submitting of any required applications, superannuation ‘roll over’ requests, share broker transfers, etc. No actions are undertaken without your express written instructions or sign off on applications.

Your Advisor and other Banksia team members will follow the progress of any pending transfers, insurances or investment lodgements to ensure they complete as anticipated.

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