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Ensuring that you are comfortable throughout the entire financial planning process is our top priority.

Below is a step-by-step guide to what you can expect.

Determining The Scope of Advice

This is where your financial planner will explain the process that we follow when providing advice, find out your needs and make sure that they can be met.  You will be provided with details of your financial planner’s experience and any fees and charges that may be incurred.  This is also a great time for you to ask any questions you may have about the process.

Identifying  Your  Goals

You will work with your financial planner to identify both your short and long term financial goals which will serve as the foundation for developing your financial plan.

Assessing Your Current Situation

During this stage your financial planner will ask you to provide us with as much information as possible to ensure we have the most accurate picture of where you stand.  This will involve us doing a thorough analysis of your current position including your assets, liabilities, insurance, investments and tax strategies.

Preparing Your Financial Plan

Once we have reviewed your current situation and have a thorough understanding of your goals, we will provide you with suitable strategies, products and services in the form of a Statement of Advice.


When you are comfortable with the recommendations and have asked any questions you may have, we begin the implementation process.

Our team will work to set your financial plan into action and get you on the road to achieving your financial goals.

Reviewing Your Position

As your circumstances, lifestyle and goals change over time, we will regularly review your plan to ensure that it adapts to suit your needs at every life stage.

The material shown on this website is for general information purposes only. It is not intended to be, nor should it be read as specific personal investment; risk or finance advice. Whilst all care is taken in the preparation of this material no warranty is given with respect to the information provided, and accordingly no responsibility for errors or omissions, including responsibility to any person by reason of negligence is accepted by Stephens Plattfuss & Co Financial Services P/L. Before acting on any of the information contained in this Website you should obtain special advice from a specialist financial adviser, which is appropriate to your specific financial needs, objectives and financial situation.

Claudio Orrico Sub Authorised Representative no. 279160

Stephens Plattfuss and Co Financial Services Pty Ltd
Corporate Authorised Representative no. 433175 of Professional Investment Services Pty Ltd
ABN 11 074 608 558 ABN 234951

Professional Investment Services Contact Information
Phone: 1300 557 598
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Certified Practising Accountants with a
client focus and a strong expertise in tax,
business services and advisory

Here at Stephens Plattfuss & Co. we have a strong focus on transparency and integrity. We believe it is these core values that assist us in supporting our client’s goals in the best possible way

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