A clearer way to make financial decisions
Financial advice shouldn't leave you with more questions than answers.
At The Updated Investor, we take the time to understand where you are today & what matters most to you using our Financial Certainty Review.
Then we help you make informed decisions, put the right strategies in place and help you stay on track when life changes.
OUR PROCESS
The Path to Financial Certainty
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Understand Your Current Level of Financial Certainty
Take the Certainty Review to begin our conversation together.
Explore Your Options
Build Your Strategy
Put the Plan into Action
Keep Your Plan Updated
Now we have somewhere to start, let's see how we can help and what areas need most attention.
We will bring the pieces together: superannuation, income, investments, tax position.
We help co-ordinate the changes and what's expected over the near future.
Financial Certainty isn't a one time calculation. Markets change, life changes. We review your position and adjust strategy when needed.
What you can expect from us
Straight Forward Explanations
We'll explain your options in plain English and make sure you understand why we are recommending something
Advice Built Around You
Your strategy should reflect your circumstances, priorities and preferences, not somebody else's idea of what retirement should look like.
The Numbers Behind the Advice
Where appropriate, we'll show you the financial impact of different choices so you can make informed decisions.
An Ongoing Relationship
Financial Certainty isn't something you establish once and forget about We help you keep your strategy updated as your circumstances change.
What we won't do
There are a few things we don't believe in...
We don't believe financial advice should be overly complicated.
We don't believe an investment portfolio is a financial plan.
We don't engage in conflicted advice. Clients derive a huge amount of comfort knowing exactly how we are paid.
We don't believe you should walk away from a meeting thinking "what exactly did I just decide?".
Let's find out where you stand
You don't need to have everything organised before reaching out to us.
Our first conversation is simply an opportunity to talk about where you are, what you'd like to achieve and the financial questions you'd like answered.
From there, we can determine whether The Updated Investor is the right fit for you.