Our Process

The most common question we get asked from in an initial enquiry is… “what is your process?”

Our process for new clients at AJ Financial Planning is unique, and the steps undertaken are outlined below:

1. We offer the ability to have a FREE no-obligation initial appointment with one of our highly experienced Financial Planners.  At this meeting, we will look to obtain a greater understanding of your personal situation and your personal and individual requirements.

If we believe that we can assist your situation, and you are happy for us to proceed, we would move onto the next stage of our process.

2.  After this initial meeting, we would then prepare a brief for the scope of work if we feel that we can add value to your personal situation.

3. If the brief for the scope of work is accepted we would commence to prepare the Statement of Advice and comprehensive advice.