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Process

Discover our thorough financial planning process tailored to address your unique requirements. From the initial consultation to ongoing support, we are dedicated to helping you reach your financial goals.

STEP 1

STEP 2

STEP 3

STEP 4

STEP 5

 INITIAL CONSULTATION

In our meeting, we will discuss your current situation, goals, and potential risks. We’ll introduce ourselves, explain our advisory services, and clarify our compensation. This is your chance to gather information and make an informed decision about how we can assist you. We look forward to this important conversation.

STEP 6

IMPLEMENT SOLUTIONS

LifeScope Wealth implements solutions swiftly and efficiently, guaranteeing a seamless transition to your new arrangements. Our project management team will guide you through process, keeping you informed at every step. Count on us for a smooth and hassle-free experience.

COLLECT INFORMATION

At LifeScope Wealth, we are committed to enhancing your financial strategy. We systematically collect a diverse array of qualitative and quantitative data to identify the key areas where we can offer our assistance. During this phase, we may request information regarding your goals, income, expenses, liabilities, and assets through the use of a fact finder and risk profiler. This meticulous approach enables us to establish a tailored framework to develop the most effective financial solution for your needs.

STEP 7

​DELIVERING ONGOING REVIEWS

Following implementation, we will establish a regular review strategy tailored to your needs. This proactive approach enables us to adapt to any changes in your circumstances, ensuring that we minimize their impact on achieving your. If necessary, we will adjust your planning solution to keep you on track.

IDENTIFY GOALS, YOUR CURRENT FINANCIAL POSITION AND GET RESERCH DONE

Based on our analysis of the collected data, we can effectively determine and evaluate your needs, objectives, and current financial situation. Additionally, we identify any issues that may impact the solutions we develop. At this stage, we also conduct thorough research to ensure a comprehensive understanding of your circumstances.

PREPARE A WRITTEN STATEMENT OF ADVICE (SOA)

After collecting all the essential information and finishing our research, we will move forward with creating customized strategies and identifying products that benefit your financial well-being. Our team will evaluate the data, draw meaningful conclusions, and offer you thorough recommendations for structuring and designing your financial plan. Our aim is to improve your financial efficiencies and assist you in reaching your goals. This information be compiled into a detailed Statement of Advice for your consideration.

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PRESENT SOLUTIONS

Our documented solutions are crafted to be clear and logical, offering straightforward recommendations on a range of financial solutions. We highlight the benefits of enhancements to your current situation, ensuring our suggestions align with your overall strategy. You can rely on our thorough and tailored approach to effectively meet your needs.

Centrelink, Aged Care, SMSF, Age Pension, Superannuation, Investments, Home Loan, debt management, Asset, Cash flow

LifeScope Wealth

Waterman Caribbean Park,

Suite 576, 44 Lakeview Drive, Scoresby, Victoria, 3179

Tel +61 479 155 444

Email: sonal@lifescopewealth.com.au

Centrelink, Aged Care, SMSF, Age Pension, Superannuation, Investments, Home Loan, debt management, Asset, Cash flow

Contactless and Flexible Appointments:


We recognize the importance of family commitments and strive to include all relevant family members in the decision-making process.

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Our flexible business hours, along with after-hours and weekend appointments available upon request, cater to your needs. Utilizing our cutting-edge technology, we can connect with you anytime and anywhere in Australia, making it easy for you.

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Your participation is our top priority, and we are dedicated to supporting you throughout the journey.

Centrelink, Aged Care, SMSF, Age Pension, Superannuation, Investments, Home Loan, debt management, Asset, Cash flow

Copyright:

The information on this site, including the site source code is the property of LifeScope Wealth Advisory Pty Ltd and is subject to Copyright ©. Unauthorised use of the information on this website is not permitted. Copyright in the information contained in this site subsists under the Copyright Act 1968 (Cth) and, through international treaties, the laws of many other countries. It is owned by LifeScope Wealth Advisory Pty Ltd unless otherwise stated. All rights reserved. You may download a single copy of this document and, where necessary for its use as a reference, make a single hard copy. Except as permitted under the Copyright Act 1968 (Cth) or other applicable laws, no part of this publication may be otherwise reproduced, adapted, performed in public or transmitted in any form by any process without the specific written consent of LifeScope Wealth Advisory Pty Ltd

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Terms & Conditions of Use:

The information in this site has been prepared in accordance with Australian law for the supply of goods and services. This notice and the information in this site and all matters relating to either are governed by and are to be construed according to the laws applicable in the State of Victoria and the Commonwealth of Australia ("Australian law"). The information may not satisfy the laws of any other country. It is not directed at people in any other country and should not be relied on by people in any country other than Australia. The information in this site is current at the date of publication but may be subject to change.

General Advice Warning Disclaimer:

The information on this website is general information only and is not intended to be a recommendation. We strongly recommend you seek advice from your financial adviser as to whether this information is appropriate to your needs, financial situation and investment objectives. Whilst every care has been taken in the preparation of this website, LifeScope Wealth Advisory Pty Ltd, its directors, authors, consultants, editors and any persons involved in the construction of this website, expressly disclaim all and any form of liability to any person in respect of this website and any consequences arising from its use by any person in reliance upon the whole or any part of this website.

Links:

This website may contain a number of links to other Internet sites. The provision of these links does not mean InterPrac endorses or accepts any responsibility for the content, use or products and services made available through these websites. If you use these links, you acknowledge and agree that InterPrac is not responsible for the actions, content, accuracy, privacy policies, opinions expressed, services provided, or other links provided by these sites. You further acknowledge and agree that InterPrac is not responsible either directly or indirectly for any damage or loss caused by use or reliance on linked sites. Should you have any questions regarding these sites, you should address them directly with the relevant site administrator

Our Client Testimonials:

These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you

LifeScope Wealth Advisory Pty Ltd (ABN: 74 680 223 081), Trading name- LifeScope Wealth is a Corporate Authorised Representative No.: 1312082 of InterPrac Financial Planning Pty Ltd (AFSL 246638).

Credit Representative number: 563669 and Credit Representative number for LifeScope Wealth Advisory Pty Ltd : 563670

© 2024 by LifeScope Wealth Advisory Pty Ltd . All Rights Reserved 

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