The Financial Planning Journey

The Financial Planning Journey

We explain what’s involved and how it effects you!



Discovery and Strategy Meeting

30 – 60 minutes

This step involves getting to know each other! We will ask questions to best understand your total situation and get to know what is important to you.


Research and Modelling Strategies

2 – 6 hours

We take all the information provided and model various strategies to ensure the best possible outcome.


Advice Preparation

4 – 8 hours

Once we have determined the appropriate course of action we prepare a personalised financial plan


Advice Presentation Meeting

60 – 120 minutes

This is where we present to you your personalised financial plan with clear recommendations to help you achieve your goals.


Advice Implementation

5 – 10 hours

If you decide you like our recommendations and want to go ahead, we will implement your strategy and ensure everything is set up correctly and managed efficiently


Ongoing Service & Review Meeting

60 – 90 minutes

We are here for you whenever you need. As life changes, so does your plan. We regularly review your plan to ensure it continues to meet your needs.


Matt - Financial Advisor 

03 5833 3000

Rod - Financial Advisor

03 5833 3000

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Open Hours

Monday to Friday
8:00am to 5:00pm

Closed Public Holidays

Contact Us

27 Welsford Street
Shepparton, VIC 3630

T: (03) 5833 3000
F: (03) 5831 2988
Email Us

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Vicpass Pty Ltdis a
CPA Practice

Liability limited by a scheme approved under Professional Standards Legislation

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Sentinel Wealth Unit Trust T/As Plus 1 Wealth Advisors (ABN:11 408 695 672) is an Authorised Representative of Sentinel Wealth Managers Pty Ltd
(ABN: 73 108 328 294) AFS Licence 322211 | Financial Services Guide