Bountiful Wealth

WALK THROUGH GUIDE TO CREATING A SOUND FINANCIAL PLAN:

YOU MAY LIKE TO KEEP THIS HANDY TO TICK OFF EACH BOX AS WE COMPLETE A STEP AND MOVE YOUR WAY THROUGH YOUR NEW PLAN.

THE PRE PLAN PHASE:
PRIOR TO YOUR FIRST APPOINTMENT

We will:

We will create a secure portal for you via our Wealth Central Online portal.

We will initiate your meeting via our Wealth Central portal, you will receive an email with your login details, and we will provide you with the Financial Service Guide and the Adviser Profile.

We will send you confirmation email on the day you book your meeting and an SMS 2 days before your appointment.

You will need to do:

Update all relevant information to us via the portal. Personal details, Children (If relevant), Address, Date of Birth, Assets, Debt (Loans) & Insurance (If relevant).

Bring your Identification document to the meeting (i.e. Driver License/ current passport).

Read the Financial Service Guide and the Adviser Profile that has been provided via the initial Wealth Central email prior to your meeting.

STEP 1:
INITIAL MEETING

We will:

Within the initial consultation we will get to know you and learn about your goals and objectives.

We will establish which advice services you will require and provide information on how our fee structure works and the fee’s going forward.

We will establish the right level of risk protection for you and develop a clear picture of your situation.

We will establish your comfort level of investing.

We will go through the Wealth Central portal with you and fill in any missing information.

You will need to do:

Attend the initial meeting with the Adviser.

Ask any questions to the Adviser.

Sign initial paperwork within the meeting (Third-party Authority forms)

Provide any other relevant documents:

Driver License
Tax file number
Bank account statements ETC

Book your next meeting

STEP 2:
POST INITIAL MEETING

We will:

Send the signed ‘Third-party Authority forms to the fund manager to obtain all information on the relevant funds (i.e., Superannuation, Insurance or Investments)

Request any further information or statements from you through our Wealth Central message centre.

You will need to do:

Add your next appointment to your calendar.

Provide us with any missing information or statements (If relevant)

Write down any questions you have for the Adviser for your next meeting.

"Our focus is on being open and transparent – we want you to feel empowered to make sound decisions about your financial future"

STEP 3:
STRATEGY MEETING

We will:

We will hold a meeting to discuss the strategy for your financial plan.

We will go through the modelling of your Strategy and have a discussion and agree on the strategy that is best for you.

We will confirm all the details of your position.

We will provide a preliminary analysis of your current position and provide a review on products and all relevant legislation.

We will discuss our fees and sign the fee Engagement letter and (if relevant) ask personal questions based around our insurance Questionnaire.

STEP 4:
POST STRATEGY MEETING

We will:

Preparing the Advice, we will finalise the analysis of all strategies and options.

We will finalise all potential products and relevant legislation checks.

We will prepare the recommendations.

"Good financial advice is all about making the most of life..."

STEP 5:
POST PLAN PRESENTATION MEETING

We will:

We will present your financial plan.

We will go through all relevant paperwork with you including Insurance applications (If relevant).

We will go through all relative fee’s relating to the advice and ongoing care of your portfolio.

We will assist you within the meeting to sign all paperwork via our Wealth Central Portal.

You will need to do:

Ask the Adviser all questions relating to the advice.

Sign all relative paperwork.

STEP 6:
IMPLEMENTATION ONGOING REVIEWS

We will:

We will send all relevant paperwork/applications off for processing with the fund managers.

We will provide ongoing updates on the progress and contact you if we require any further information.

We will do a final update of your Wealth Central portal once the statement of advice has been implemented.

You will receive an email from us confirming finalisation of your advice, this will include a link to our survey, you will also get a notification via Wealth Central once we have completed the final update.

STEP 6 continued:
ONGOING REVIEWS

You will need to do:

Let us know if there are any changes by updating your information via our Wealth Central portal. (We will get notified if you have made any changes).

We will initiate your next review meeting via our Wealth Central portal. Please be on the look out for an email to complete your pre meeting fact find.

In the lead up to your next review, feel free to contact us with any questions or queries via our admin email address below or by phone.

CONTACT DETAILS

Phone: 07 3832 3300

Email: admin@bountifulwealth.com.au

OUR TEAM

WHY US

BOOK AN APPOINTMENT

As you would probably realise my wife and I find money discussions quite stressful. Both of us found yesterday and our last discussion not only extremely helpful but comfortable and definitely built trust and confidence. We are very happy with the professionalism and service.

Peter Cox

Bountiful wealth has been looking after our pension fund for a number of years now. They provide an efficient and personal service which cannot be faulted, including home visits on a regular basis to keep us up to date with what is going on. We are confident that the advice Michael gives us is the best available.

Mike and Irene

I have been a client of Michael Kerr and Bountiful Wealth for over 4 years. During this time, Michael along with his very capable staff, have provided me with excellent information and service. Efficient and user-friendly details of my investments have enabled me to understand to the best of my ability and agree to the best outcomes in the marketplace. Friendly persons in the Office always answer my queries or get back to me. I would have no hesitation in recommending Michael Kerr of Bountiful Wealth as your Financial Advisor.

Denise Thorley

Bountiful Wealth was brilliant, Michael Kerr and the team sorted out my investments, insurance and fixed up my super and has built a plan for our retirement and our children. Has been a pleasure to have them manage our financial future.

Jared Ardern

Michael and the team at Bountiful Wealth have allowed my wife and myself to achieve financial security heading into retirement in a few years I’d strongly recommend their professional wealth building strategies to anyone one wanting to plan for a better lifestyle and security in later life, don’t wait start now your creation with them.

Terry Whalley

I have known Michael for a couple of decades and have found the team at Bountiful Wealth, knowledgeable, approachable, and great value for money.
Let's face it, you get what you pay for, and NO ONE can afford to get their choice of Financial Advisor wrong.

Mark White

I have been with my financial advisers since arriving in Australia in 2003 and had long and fruitful relationships with the 3 financial managers that I have had. Michael and his team are friendly, methodical, and efficient. The advice that is offered is tailored to your specific needs. In my time I have had to transfer multiple overseas pension funds to Australia, manage the sale and reinvestment of rental properties and transfer to retirement for both my wife and I due to ill health. The majority of this has happened in the last 4 years or so with Michael guiding us along the way. If you want someone with YOUR wealth as their main concern, I recommend Bountiful Wealth.

Russ Noonan

Mark has always contacted me personally whenever it is required or as a check-up. This is usually done over the phone with a follow up message by email. When I have contacted the office with a query he has always called back with the advice for the problem. When going over the information in his office, the information was well presented on the large screen in front of us. This made it easy to see what was being discussed and how it impacts on me. So far this has been very helpful in all aspects of the portfolio/superannuation. Mark is always very polite and calm when dealing with me.

Steve

With the help of a large screen, Mark made it easier for us to understand how he was going to make our investment grow.

Tony & Bev

I have Mark Smith from Bountiful Wealth as my financial advisor, and I am extremely satisfied with the services that Mark and the team provide. I would recommend Bountiful Wealth.

Narelle

Have found Mark most helpful and professional in managing my finances over the years.

Rodney

Michael and the team are very helpful and knowledgeable. Their experience as a team is evident by the speed at which they resolve any issues that arise. I would not hesitate on recommending the Bountiful Wealth team.

Kellie

Mark was recommended to me by a friend, and I found Mark very approachable & professional. Mark listened to me, answered my questions, provided financial advice and a plan for my future.

Melissa Griffiths

WALK THROUGH GUIDE TO CREATING A SOUND FINANCIAL PLAN:

THE PRE PLAN PHASE: PRIOR TO YOUR FIRST APPOINTMENT

STEP 1:INITIAL MEETING

STEP 2:POST INITIAL MEETING

STEP 3:STRATEGY MEETING

STEP 4:POST STRATEGY MEETING

STEP 5:POST PLAN PRESENTATION MEETING

STEP 6:IMPLEMENTATION ONGOING REVIEWS

STEP 6 continued:ONGOING REVIEWS

CONTACT DETAILS

Follow

THE PRE PLAN PHASE:
PRIOR TO YOUR FIRST APPOINTMENT

STEP 1:
INITIAL MEETING

STEP 2:
POST INITIAL MEETING

STEP 3:
STRATEGY MEETING

STEP 4:
POST STRATEGY MEETING

STEP 5:
POST PLAN PRESENTATION MEETING

STEP 6:
IMPLEMENTATION ONGOING REVIEWS

STEP 6 continued:
ONGOING REVIEWS