top of page

Getting Financial Advice with Trendline$

The Process

If you decide that you would like to become one of our clients, we have a simple 6 step process to ensure that you and your loved ones are protected.


1. Initial Meeting

Have you decided that financial planning is right for you?

We will set up an initial meeting for you to discuss your current  situation, your needs and your goals. We will gather information such as your income, assets, liabilities and financial goals.

2. We review your current situation

When we have established a clear understanding of your current financial situation we will begin our review of the best options for you moving forward.

We will customise a stategy to ensure that you and your family are protected.

For example, should you wish to begin a life insurance policy, and start growing your super, we can develop a personalised plan to assist you to reach your goals and protect your family.

Revewing Graphs
At work

3. We administer an SOA

Once we have created and confirmed our advice for you, we will put this into writing for you to assess and confirm. 

We provide this to you in the form of an SOA, with clear guidelines of what we recommend for you, the costs you will incur, as well as the future of your time with us.

Once this document is assessed and signed by you, we can begin the implementation of our recommendations.

4. We Implement our recommendations

Once you are satisfied with our recommendations, are dedicated and skilled team will begin the implementation of our advice. 

This may involve assisting you in insurance applications, setting up superannuation accounts, organising rollovers or consolidating your super, amongst other things.

We are dedicated to ensuring that you are stress-free and comfortable throughout the entire process.

Business Owner
Businessman typing on laptop

5. Ongoing Policy and Account Management

The finance and insurance world is dynamic and ever-changing, meaning we are consistently monitoring and reassessing your policies and financial position. 

We are dedicated to ensuring that you are in the best position with both your super and insurance, ensuring that you can continue to work towards your goals.

This may mean regular phone calls, zoom meetings or face-to-face chats, based on your needs and wants.

6. You relax, knowing you and your loved ones are protected

With the knowledge that Trendline$ has managed your insurance and superannuation, placing you in a position where you are confident that you are adequately protected, you can relax. 

We will continue to review your insurance and superannuation to ensure that you consistently have the best option that is right for you and your family, needs and goals.

bottom of page