The steps to help

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DISCOVERY MEETING

Goals time - Where are you now, and where do you want to be?

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THE PROPOSAL

We'll show you our thinking, then we make the commitment to make it a reality.

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PRESENTATION

We drill down to show you the nitty gritty.

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IMPLEMENT

Putting the plan into action.

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ONGOING REVIEW

To keep you on track and hold you accountable.

Discovery Meeting

The first step in our relationship.

Where we sit down and get to know all about you and what you want to achieve out of this life.

Think big picture and don’t hold back – we’ll probably be just as excited as you are.

THE PROPOSAL

We’ll throw a few options in the mix and talk them through with you.

Once we’ve all decided on one we’ll go on our merry way and devise a killer strategy to make it happen.

PRESENTATION

Here we’ll go through the numbers with you, detailing where your strategy leads should you implement the advice.

We’ll then go over what happens from here on in.

IMPLEMENT

This is where we put the plan into action!

Not a fan of paperwork?

Don’t worry, we’ve got your back.

We’ll liaise with any other parties to ensure that any changes made are done so smoothly..

ONGOING REVIEW

Arguably the most important part of our relationship.

Let’s meet up to ensure your plans are on track and make any required changes.

Drop Us a Line

Address

56 Best Street, Devonport 7310
6 Queen Street, Burnie 7320

Phone

Devonport - 03 6424 9166
Burnie - 03 6431 8466

Frontier Wealth Management Pty Ltd (39 123 708 869) trading as Zenith Wealth is an authorised representative of Hillross Financial Services Limited, Australian Financial Services Licensee.