Your Financial Journey Starts Here
At Executive Wealth Solutions, we believe in a clear and collaborative approach to financial planning. Our process is designed to empower you with the knowledge and confidence to make informed decisions and achieve your financial goals.
Initial Engagement Phase: 2-4 Months
Provide Your Information
Download and complete the Data Collection Form, Risk Profile Form, and Expense Planner from our website. Return these, along with supporting documents, via email. We’ll confirm receipt within 48 hours and arrange an initial meeting. Given our limited availability, we recommend submitting your forms promptly to avoid delays.
First Meeting
We’ll discuss your financial situation, goals, and what you hope to achieve. This meeting also allows us to assess if we’re the right fit for each other. Typically, it takes place 2 to 4 weeks after we receive your completed forms.
Data Collection & Strategy Development
After our first meeting, we’ll gather more details about your existing investments, superannuation, and insurance. This helps us identify key areas for advice and create preliminary strategies. Allow 4 to 8 weeks for this step.
Second Meeting
We’ll present the proposed strategies, explain their benefits, and discuss costs. By the end, you’ll be ready to decide if you’d like to move forward with our advice. This step takes 1 to 2 weeks.
Formal Engagement Agreement
We’ll send you the Wealth Partnership Program agreement, which outlines our services, benefits, and costs. If you’re happy to proceed, sign and return the Authority to Proceed form. Allow 1 to 2 weeks to complete this step.
Initial Financial advice Phase: 2-4 Months
Initial Advice & Recommendations
We’ll prepare your Statement of Advice (SoA) and all supporting documents, which typically takes 7 to 14 weeks. After you have reviewed the SoA, we’ll schedule a meeting to discuss the recommendations in detail.
Meeting to Discuss the Statement of Advice
We’ll review the Statement of Advice, address any questions, and ensure you fully understand the recommendations, including associated risks, benefits, and costs. This step takes 1 to 2 weeks.
Implementation of Advice
We’ll help implement your strategy, working with your accountant, solicitor, or other professionals as needed. Timeframes vary depending on the complexity, ranging from 4 weeks to 1 year.
Ongoing Wealth Management
Our ongoing service ensures your finances are managed and reviewed regularly. We’ll monitor progress, provide updates, and hold review meetings to keep your strategy on track. Refer to your engagement agreement for a full list of services.
Your Paths To Financial Freedom
Explore our strategies and services for achieving your financial goals
Hear From Our Success Stories
“David’s advice and professionalism was top quality. I can provide no greater reference then to say that David comes highly recommended and we are happy to refer our friends and family to him.”
Mr J & Mrs B Maree
“We are extremely happy to have David as our financial planner. His expertise and willingness to assist in financial matters brands him a true professional and provides us with a complete level of financial comfort and security.”
Mr D & Mrs H Jex
“David has provided us with financial advice of the highest quality and the ongoing service leaves us with no doubt that our finances are in great shape and we will achieve our financial goals.”
Mr P & Mrs H Beaumont
“We could not be happier with David and Executive Wealth Solutions. David helped us navigate selling our business, provided strategies to minimise taxes and structure our finances."
Mark & Susan Patterson
“David has been our financial adviser for approximately 15 years. While we were saving for retirement, David provided advise which allowed us to minimise tax and build wealth in a tax efficient manner."
Vince & Angela Vella
Providing Trusted & Independent Financial Advice For 20+ years
Take The First Step On Your Journey To Financial Security & Peace of Mind
- We will explore what your future could be
- We will explain our unique approach to get results
- We will show you the next steps for your financial success
