THE EQUITI PROCESS
The diagram below shows that the implementation of financial advice needs to be done systematically by a qualified and authorised Advisor and in context with Australia’s regulatory environment:
Since Equiti Advisors adopt a best practice approach to financial planning, we strictly adhere to a highly developed and systematic 7-step approach to our financial advisory services. The Equiti Financial Planning Process includes:
Step 1. Establish Client Relationship
Step 2. Financial Needs Analysis
Step 3. Research and Analysis
Step 4. Statement Of Advice
Step 5. Presentation of the Advice
Step 6. Implementation of the Plan
Step 7. Scheduled Reviews