Step 2 – Analysis and advice
Using best practise methods your financial planner will analyse the information you have given in detail. They will then determine a recommended strategy and some alternate options to discuss with you. During the presentation of advice we recommend you ask as many questions as you like. We want you to fully understand all aspects of the plan before any implementation.
Elk Advisory provide the confidence to make informed investment decisions and manage risk. Our advisors take a disciplined holistic view of client needs to investing and tailored advice. We are mindful of client circumstances when developing a strategic plan for the future and focus on building a plan for accelerating wealth with a range of tailored solutions. Our advice covers investment and debt management, retirement, superannuation, wealth acquisition and wealth protection.
Elk Advisory provides licensed financial planning & advice services, and assistance to get organised financially, do more with your money and retire with more. Elk Advisory is a financial planning & advisory firm that is a Corporate Authorised Representative of an Australian Financial Services License Holder.
Developing a financial strategy is much more than undertaking a ‘risk tolerance’ assessment and creating an investment portfolio that delivers that risk. It is much more complex, and rewarding, than that. A key philosophy of Elk Advisory is that the best answer for an individual is unique to that individual. Achieving an appropriate risk-return trade-off that best meets client goals requires a solution that ties together client objectives, preferences and circumstances.