PRP Wealth Management Renmark (08) 8586 4132
& PRP Accounting Renmark (08) 8586 6644

PRP Wealth
Management Adelaide

(08) 8232 9900

Renmark Wealth (08) 8586 4132

Renmark Accounting (08) 8586 6644

Adelaide Wealth (08) 8232 9900

PRP Wealth Management - Build your security

PRP Wealth Management Advice Process

These six steps help you to understand what you can expect when seeing a financial planner.

It’s important to make sure you are comfortable that your financial planner has taken the time to understand your needs, goals and preferences before they make any recommendations.

PRP Wealth Planning Process

Defining the Scope of Engagement

Your planner should explain the process they will follow, find out your needs and make sure they can meet them. You can ask them about their background, how they work and how they charge.

Identifying your Goals

You work with the planner to identify your short and long term financial goals – this stage serves as a foundation for developing your plan.

Assessing your Financial Situation

Your planner will take a good look at your position – your assets, liabilities, insurance coverage and investment or tax strategies.

Preparing your Financial Plan

Your planner recommends suitable strategies, products and services, and answers any questions you have.

Implementing the Recommendations

Once you’re ready to go ahead, your financial plan will be put into action. Where appropriate, the planner may work with specialist professionals, such as an accountant or solicitor.

Reviewing the Plan

Your circumstances, lifestyle and financial goals are likely to change over time, so it’s important that your financial plan is regularly reviewed, to make sure you keep on track.


Where’s you stage in life financially?

Foundations
Wealth Creation
Retirement Planning
Retirement