YOUR JOURNEY WITH US
At PLM Financial Group, our financial planning process consists of six logical and sequential steps that provides comprehensive solutions and action plans for your current situation and your future wealth.
Our initial meeting with you is an opportunity to get to know each other. We provide an overview of our services and determine what's important to you.
In the following steps, we define your goals and objectives and determine the best strategies to help you achieve your goals.
At Step 4, we present your Financial Plan, your very own personalised roadmap to help you achieve your goals for now and in the future.
The final step, Ongoing Review, ensures that your Financial Plan remains current and continues to work for you to achieve your objectives.
The Pre-Appointment Questionnaire has been designed to guide you through the process we use to give financial advice. This booklet helps us gather important financial information and identifies the documents that may be required (for example, life policies, superannuation and investment schedules). It is useful to bring the completed Pre-Appoinment Questionnaire to your first appointment.