How we work
It’s easy to let life get in the way of planning your future, but there’s no better time to start than now. At PEP Wealth, we see our role as more than just planners. Our 5-step strategy process is designed to put you well on the way to achieving your financial aspirations by empowering you with financial acumen and clear, unbiased advice.
1. Complimentary first meeting
Financial planning is highly personal to every individual. Spending time together to understand what you value helps us to prioritise your goals and provide you with the most appropriate advice. Give us a call for an initial discussion and we can schedule your complimentary first session.
2. Education as the foundation
Our simple learning program ensures every client has the basic knowledge that they need to make well informed decisions about their finances. Over one or two short sessions, we customize educational content to familiarize you with the strategies and solutions for your unique circumstances.
3. Building a strategy together
We believe financial plans are best understood, and more likely to succeed, when clients help to create them. As part of our collaborative strategy workshop we’ll discuss your options and work together to build a strategy that you can believe in.
4. Helping you to Implement
We don’t earn any commission from insurance products or investments when we have an ongoing relationship with you. We focus on helping you to implement your advice so that your plan is set-up correctly and working for you from the word go.
5. Keeping your plan on track
Elite sporting teams have coaches, and top businesses have advisers. We’ll be both to you in our role as financial planner. Our accountability, rigor and regular communication ensure you stay on track to achieve your personal lifestyle and financial goals.
C O N T A C T
Book your initial consultation with Andrew through Calendly
Telephone: +61 422 038 253