The objective for our customers is to allow us to design a strategy that suits their needs. The products provided are purely a vehicle to achieve their objectives. Not one product will suit all clients requirements, so this is where we need to have access to more products & choices to help with the overall strategy.
Obtain your overall goals and objectives you are trying to achieve. Finance, Superannuation, Investment or Risk Mitigation.
Collect relevant information to assist with your review process. Finance Snap shot, superannuation statements and some personal information.
Vogue Team to complete the initial research to confirm what can be possible to achieve your financial goals.
Short summary provided, outlining your current position vs what could be possible to save money or assist in building your retirement savings.
If you are happy with our proposal, we implement the required services and strategies.