PMD Financial Advisers

PMD Financial Advisers

Level 6 136 Exhibition Street Melbourne

(03) 9824 0001

Our Process

Advice for each stage of life

Our process is well defined, easy to follow, and we do all the work.

  1. The first meeting - at no charge or obligation – is used to review your current financial situation and to determine what you would like to achieve (can take 1-1.5 hours). We also discuss how we can help, and the cost to build a strategic plan.
  2. Follow- up meeting if needed (no charge).
  3. Send out an Engagement Letter with the agreed actions and charges to be signed off.
  4. Information gathering process - in order to build a detailed game plan we require detailed information from you on your financial situation. We do this via a Personal Financial Questionnaire and also gather other pertinent information.
  5. We undertake a forensic analysis of that information, model scenarios and formulate strategies to achieve your goals.
  6. This information is then detailed into a comprehensive Statement of Advice document (stages 4 to 6 will take up to 4 weeks).
  7. Meeting to present the Statement of Advice document and to ensure your understanding of the recommendations and the potential benefits of your financial plan.
  8. Assist in implementing the agreed advice as required. 

Contact us to find out how we can help you.

Our team is passionate about keeping in touch with clients regularly and providing a relaxed and understanding service. We are proud of the fact that the majority of our clients are introduced via referrals as a result of the relationships we enjoy.