Getting your financial planning business in order

The sole purpose of this stage is to create order in your business situation. You define your financial planning business objectives, our job is to build a solution that delivers. Here you will learn how to apply the LFS Financial Planning Practice Development Program to your own business.​

Getting Started

Working out where you are today​​

01

Work out where you are today and clearly define what your financial dreams and aspirations are

The First Meeting

Putting it on the table

02

Express your financial goals to your financial planner, with a view to having a solution created

Analysis And Solution Development

Building the best solution for you

03

Your CHA Financial Planning Business Development Manager will critically analyse your business situation in order to create the best solution for you

Presenting The Solution

Communicating the fix Meeting 2

04

A tailored solution that aims to achieve your financial objectives will be presented and explained to you

Assesing The Solution

Making decisions about advice

05

Ensure that you understand and are confident with the financial freedom solution provided. Making sure it is what you need and want.

Confirmation And Negotiation​

Making decisions about advice

06

Ask questions and get answers about your Financial Freedom Program

Implementation

Bringing it all together

07

Create and implement a clearly defined action plan, that is designed uniquely to create your financial solution

Evaluation

Express your satisfaction or frustration levels in relation to Stage One

08

Express your satisfaction or frustration levels in relation to Stage One

Getting your Financial Planning Business in Order

Create order in your financial situation. You choose what your personal and financial dreams are. Our job is to build a solution that delivers. Here you will learn how to apply the Financial Freedom Program to your life.

Managing your Financial Freedom Program

The operative word here is GROW! Enjoy the experience! As your wealth management program kicks in, you will begin to feel free!

The Investment management program

You know the only way you will really become financially free, is to have the returns on your investments deliver what you need… YES, FINANCIAL FREEDOM!

For help call us on 1300 07 11 07