Our Process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.

Step 1

Discovery Questionnaire

We have you complete our discovery questionnaire to help us understand you prior to our first meeting and to see what maybe important to you and what you would like to achieve from meeting with us.

Step 1

Step 2

Discovery Meeting

There is no cost for this meeting it is a chance to get to know one another and see how we can work together to help achieve your goals

Step 2

Step 3

Engagement Meeting

We discuss with you what we have learnt about you and how Epona can help you achieve your goals

Step 3

Step 4

Gather Data

This involves working with you closely to pull together your financial information ie budget, super, investments to enable us to provide you with personal advice

Step 4

Step 5

Financial Plan

We come back together at this point to present to you your personal financial road map.

Step 5

Step 6

Implementation

Once you have agreed to proceed we then begin the process of implementing our recommendations

Step 6

Step 7

Support

Ongoing service and support as identified and recommended

Step 7