Six Step Advice Process | EK Financial Group

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Six Step Advice Process

1. Initial consultation
2. Gather information
3. Design plan
4. Present and discuss
5. Implement recommendations
6. Ongoing reviews

T: 03 9020 1888
F: 03 9764 5914
[email protected]
Shop G05, 1090 Wellington Rd
Rowville Vic 3178

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Disclosure: Eddie Kane Pty Ltd, ABN 44 007 185 462, trading as EK Financial Group, is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence No 232706 and Australian Credit Licence 232706. FSCG

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