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how we do it

Advice Process

Our advice process is designed to give you the tools and knowledge you need to confidently move from where you are today to where you want to be in the future. The first step is an obligation free alignment session to find out if we're the right fit for you.

We're not just advisers, we're here to walk with you every step of the way on your journey.
  • Step 1 - Alignment Session

    Working with the right financial adviser is one of the most important financial decisions you'll make, which is why it's important to ensure we're the right fit for you.

  • Step 2 - Goal Setting

    Setting clear goals is crucial as it's your goals that determine the financial decisions you need to make today so you can live the life you want tomorrow.

  • Step 3 - Strategy Session

    Our strategy sessions enable you to gain the knowledge and information you need to make truly informed decisions and confidently make progress towards your goals.

  • Step 4 - Financial Plan

    A tailored financial plan that gives you a step-by-step roadmap, with strategic and product recommendations, so you know exactly what's needed to achieve your goals.

  • Step 5 - Implementation

    Even the best plan in the world isn't worth the paper it's written on unless it's followed by decisive action, which is why we work with you to ensure you make real progress.

  • Step 6 - Review

    Life isn't set and forget, and neither should your financial plan. Regular reviews are essential for staying on track and making changes so you financial plan always aligns with your future!
GET STARTED

The path to success is to take massive, determined action.
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Contact Us

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Level 27/101 Collins Street, Melbourne, VIC, 3000

(03) 9653 7433
Legal stuff

General Advice Warning

This website is published by Richard Gough (No 435801) of Healthy Financial Advice Pty Ltd trading as Healthy Personal Finances. Healthy Financial Advice Pty Ltd is a Corporate Authorised Representative (No 1265588) of Synchron Advice Pty Ltd (ABN 33 007 207 650), AFSL 243313.

The information contained in this website and any of the resources available through it including eBooks, fact sheets and seminars (‘Content’) has been prepared for general information purposes only and is not (and cannot be construed or relied upon) as personal advice.

No investment objectives, financial circumstances or needs of any individual have been taken into consideration in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances.

Under no circumstances will any of Healthy Personal Finances, Synchron Advice Pty Ltd, its officers, representatives, associates or agents be liable for any loss or damage, whether direct, incidental or consequential, caused by reliance on or use of the Content.

This Content is restricted to Australian residents and is for the intended recipient only. From time to time, Healthy Personal Finances representatives or associates may hold interests in or transact in companies or products mentioned herein, and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products.