Financial Management & Advice Process

9. Implementation of Agreed Strategies and Recommendations

Implementation may include attending to joint strategy meetings with your other professionals such as accountants, finance brokers, bankers and lawyers to ensure a cohesive implementation process. We will also facilitate all necessary banking and finance transactions, rollovers, redemptions, investments and risk insurance underwriting.

Depending on complexity, this process can take up to 3 months to complete, especially in relation to property transfers into super and risk insurance underwriting.

To continue to Stage 10 – Click Here.
To return to the Financial Management & Advice Process – Click Here.