Our Process

It’s not only important to us that we provide advice appropriate to your needs – it’s the law!

The law requires that any personal advice you receive from Jade FG, must be appropriate to your circumstances. Of course it’s your right not to tell us personal information however, if you don’t, the advice you receive may not be appropriate to your personal needs and your individual financial situation. When we meet we will take you through a 7-step process:

Step 1

Initial Consultation

A Meet & Greet, or initial consultation that allows us to get to know each other and decide if we are a good fit.

Step 1

Step 2

Gather Data

We will collect all the information we need from you (sometimes called ‘fact finding’).

Step 2

Step 3

Identify your goals

We will help you identify your goals and current financial position. We normally do this at the same time as the ‘fact find’. We will consider the 7 building blocks or strategies (e.g. tax, social security, estate planning etc.), then develop and present you with a strategy.

Step 3

Step 4

Statement of Advice

If you are happy with the strategy presented we will then present you with a written recommendation in a financial plan. This is called a Statement of Advice (SOA).

Step 4

Step 5

Discuss the Recommendations

We will discuss the recommendations with you and make sure you are comfortable and agree with them.

Step 5

Step 6

Implemention

Then we will implement the agreed recommendations, making sure the details are all correct as and per the agreed on recommendations.

Step 6

Step 7

Regularly Review

We will then regularly review your objectives, financial situation and needs with you.

Step 7

Get in Touch

Your privacy is important to us and AMP Financial Planning which is part of AMP. You may request access to your personal information at any time by calling us or contacting AMP on 1300 157 173. Information collected will be subject to AMP’s Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.

Call 07 3202 2470

Our Location

Office 4, Ground Floor
265 Brisbane Street,
Ipswich QLD 4305

Operating Hours

8.30am -5.00pm Monday - Friday

Jade Financial Group ABN 74 109 203 018 trading as Jade Financial Group is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited (Australian Financial Services Licence No. 232706).

General Advice Warning

Any advice contained in this website is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice in regard to those matters.

Links to external websites

These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to Jade Financial Group in any way. Note: Jade Financial Group does not endorse and is not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

Our Client Testimonials

These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.

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