Our Process

At Ridgeline Wealth Solutions, we take the time to understand your goals and values to create an outcome focused strategy to bring your dream life into a reality. We understand that life is busy, with this we have designed our services to provide our clients with solutions rather than the mechanics.

1. Complimentary Consultation

Getting to know each other.
Our no obligation consultation will provide you with an insight into how we can enhance your financial position and add value to your individual goals. This gives us an opportunity to discuss the life you would like to create for you and your family. With this, we will highlight what the journey to achieve your aspirations will look like. We’ll also provide you with our Financial Service Guide (FSG) and our Adviser Profile which highlights how we work, our background and fee structure.

Whether it’s online or in person, we can meet at a time that suits you.

2. Understanding you / Direction you seek.

Navigating the path.
This is where we refine the details around your goals and get specific. This acts as an opportunity to ensure we have aligned your strategy with what you value most.

Whether this may be paying down a mortgage, buying an investment property or retiring early, we will explore your goals and the key areas of your financial life that are unique to your story. We understand that it’s not just about money – it’s about creating freedom to enjoy the best parts of life.

3. Statement of Advice

Producing your plan.
After assessing your long-term goals, we’ll present you with a structured financial plan that is tailored to you. The Statement of Advice, will include the details of your financial plan, the basis on which the advice is given, recommended solutions, projections, risks and any fees.

We believe that effective financial advice is more than just numbers, income, super and assets. It’s about creating a clear path to financial freedom, and how we can use our expertise to support you along the way.

4. Implementation & Review

Taking action.
Once your plan ticks all your boxes, we will support you in taking action and implementing the advice. As your trusted adviser, we will guide you along the way to achieve your goals around wealth.

We believe that every client is different, with a unique set of circumstances, therefore depending on your individual goals, we can support you in both a long or short term partnership. We offer both fee-for-service and ongoing advice arrangements, depending on your needs.

Should you choose to partake in our Ongoing Service Agreement, we will review your financial plan regularly to ensure that you’re on track to achieve your goals – and make adjustments as life develops. This will act as a perfect opportunity to update you on any changes to legislation, economic events and how they may impact your wealth management strategy.