Financial Planning Process

Financial Planning can feel a little daunting but really it is three painless steps to get your finances working for you.

Decide it's time to act 


  • Make an appointment

    • Ring 02 6583 2200


  • Think about your goals

    • 0 - 1 year

    • 1 - 5 years

    • 5 - 10 years

    • 10 + years


  • Gather your paperwork

    • Bank Statements

    • Superannuation Accounts

    • Investments

    • Insurances

    • Loans

    • Credit Cards

    • Business accounts

    • Self-Managed Super Fund Financial Statements


Step 1 - completed


Tell us all about youself

  • Meet with John and give him your paperwork.


  • Discuss your:

    • Goals

    • Life Style needs

    • Financial Circumstances

    • Special Needs & Estate issues


  • Discuss and agree on what type of advice you would like, whether you would like John to monitor your finances in the future.  You will receive a outline of costs and options.


  • When your are comfortable to proceed to Step 3 instruct John to prepare a "Statement of Advice" for you. 



Step 2 - Completed


  • John will now consider your circumstances, goals and financial situation. After undertaking appropriate research he will outline his recommendations in a "Statement of Advice".


Your Financial Plan

  • Meet with John to receive your "Statement of Advice".  This is a written document that sets out your circumstances, your goals and a Financial Plan for your future.


  • Discuss the advice, ask questions.


  • When your satisfied that you understand the advice and that it is in your best interest then sign the "Authority to Proceed".









Step 3 - Completed


  • We can implement the advice, arrange the paperwork, liaise with institutions and keep you up-to-date on progress.

Our Financial Services Guide will give you more information about us. 


Press the button if you would like to download a pdf of the Financial Services Guide.

Your privacy is important to you and it is important to us that your financial affairs remain private.  We operate under the Capstone Financial Planning Pty Ltd's Privacy Policy.  You can view this policy by pressing the button below. 

Investigate further


This button will take you to our Links page where you can access independant websites to help you with your financial planning journey.

Port Macquarie Hastings Financial Planning Pty Ltd is a Corporate Authorised Representative (No. 322684) of

Capstone Financial Planning Pty Ltd.  ABN 24093 733 969. Australian Financial Services Licence No. 223135.

 © 2019 Port Macquarie Hastings Financial Planning Pty Ltd.