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The 6 Step Advice Process
As your Trusted Wealth Advisers, we are uniquely positioned to provide you with a fully integrated financial planning service. This encompasses an in depth client fact find, thorough analysis & financial review of your current situation, formulation of individual advice and recommendations, implementation of tailored financial strategies that satisfy your individual needs and lifestyle objectives, and an ongoing financial review service.

At HFS, our Advice Process is broken up into 6 distinct steps:

  1. Initial Consultation & General Strategies Overview
  2. Client Fact Find Consultation & Information Gathering
  3. Analysis of Current Situation & Preparation of Financial Review Report
  4. Preparation of tailored Statement of Advice
There may be situations where the Advice Process is customised to encompass Other Services offered by HFS.
 
This approach provides you with the flexibility of engaging our services on a step by step basis depending on your individual needs.
 
To view details of the various steps of the Advice Process - Click Here.
 
Alternatively, if you would like to download a copy of our "Service Details & Client Engagement Authority" booklet - Click Here.
Harts Financial Solutions
Harts Financial Solutions
This website is provided by Harts Financial Solutions Pty Ltd (HFS) ABN 36 128 904 521 and Harts Financial Group Pty Ltd (HFG) ABN 80 128 903 962. HFS is a corporate authorised representative (AR 321342) of HFG (AFSL 324390). This website includes general financial services product advice which has been prepared without taking into account your personal objectives, financial situation or needs. If you are considering investing in any of the products shown on this website you should first consider the relevant Product Disclosure Statement and seek personal advice before making your decision. Please Contact Us to seek advice from one of our representatives in relation to your specific situation. Copyright Harts Financial Solutions 2010.