Our Advice Process
CoVenture Wealth Management’s advice process focuses on four main steps, outlined below.
Set goals
At CoVenture Wealth Management we begin by helping you define and articulate your financial and lifestyle goals and objectives. We discuss realistic expectations and identify obstacles to help you decide which goals are the most important to you. We gather personal and financial information to gain an understanding of your current situation.
Strategise to achieve goals
CoVenture Wealth Management will review your current situation, and look at the relevant financial strategies that will enable you to meet your goals. We will provide our advice in a comprehensive report outlining our recommendations and how we can best work together to achieve your goals.
Implement strategies
Once we have determined how to reach your goals and agreed on the recommendations, we will begin implementing our advice.
Track progress toward goals.
Once your plan is in place, we review your situation on an ongoing agreed basis to ensure that you remain on track to achieve your goals.