Here is where we get to know each other. We explain the process we follow, find out your
needs, and make sure we can meet them. You can ask about our background, how we work, and how we charge. We discover your dreams and visions, identify your short- and long-term financial goals. This
stage serves as a foundation for developing your plan.
Design & Commit
We will take a good look at your position, your assets, liabilities, insurance coverage, and
investment or tax strategies. Together we will discuss the possible course of action and
design your advice specifically for you. At the end of this meeting, we will decide how to
We show you what you can achieve and how, by recommending suitable strategies,
products, and services, and answer any questions you have. From here, we agree on a plan
of action to launch your exciting new future.
Making It Happen
Once you are ready to go ahead, your financial plan will be put into action. Where
appropriate, we may work with specialist professionals, such as an accountant or solicitor.
To make the implementation of your plan as easy as possible, our team will handle all the
paperwork and transaction details on your behalf.
Review & Achieve
This is an essential part of the process towards achieving your goals. Your circumstances,
lifestyle and financial goals are likely to change over time, so we will regularly review your
plan, adapting it to your changing circumstances. Our active approach will keep you
accountable and focused.
Akili Wealth Management Pty Ltd as trustee for Akili Wealth Management Trust trading as Akili Wealth Management ( ABN 52 285 604 228 ) is an Authorised Representative of SYNCHRON (AFS Licence No. 243313).
The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.